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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 | $167,341 | $183,627-8.9% | $155,602+7.5% | $145,978+14.6% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 10.90% | 61.32%-50.4pp | 64.81%-53.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,630 | $5,316-69.3% | $4,675-65.1% | $4,662-65.0% |
| Participant deferral / active EE | $1,787 | $6,466-72.4% | $5,629-68.3% | $6,690-73.3% |
| Admin fee / account holder | $22,726 | $19,327+17.6% | $15,923+42.7% | $13,400+69.6% |