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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,525 | $111,535+8.1% | $105,223+14.5% | $137,256-12.2% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 80.0%-43.1pp |
| Annual return | 14.40% | 237.85%-223.5pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,292 | $3,939-67.2% | $3,689-65.0% | $4,156-68.9% |
| Participant deferral / active EE | $1,428 | $5,500-74.0% | $5,072-71.8% | $6,407-77.7% |
| Admin fee / account holder | $5,005 | $9,721-48.5% | $8,859-43.5% | $12,270-59.2% |