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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 | $114,119+5.6% | $107,187+12.4% | $138,895-13.2% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 79.9%-43.1pp |
| Annual return | 14.40% | 273.21%-258.8pp | 204.55%-190.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,292 | $4,059-68.2% | $3,782-65.8% | $4,194-69.2% |
| Participant deferral / active EE | $1,428 | $5,538-74.2% | $5,096-72.0% | $6,396-77.7% |
| Admin fee / account holder | $5,005 | $10,024-50.1% | $9,162-45.4% | $12,562-60.2% |