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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 | $125,671 | $135,956-7.6% | $123,894+1.4% | $273,972-54.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.11% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $11,465 | $5,170+121.8% | $4,617+148.3% | $4,869+135.5% |
| Participant deferral / active EE | $1,010 | $6,343-84.1% | $5,984-83.1% | $5,287-80.9% |
| Admin fee / account holder | $13,145 | $9,817+33.9% | $8,357+57.3% | $10,133+29.7% |