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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 | $183,516-8.8% | $155,534+7.6% | $145,884+14.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 10.90% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,630 | $5,315-69.3% | $4,675-65.1% | $4,662-65.0% |
| Participant deferral / active EE | $1,787 | $6,467-72.4% | $5,630-68.3% | $6,690-73.3% |
| Admin fee / account holder | $22,726 | $19,293+17.8% | $15,900+42.9% | $13,392+69.7% |