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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 | $152,291 | $178,174-14.5% | $156,181-2.5% | $137,256+11.0% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 19.18% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,398 | $4,972-71.9% | $4,294-67.4% | $4,156-66.4% |
| Participant deferral / active EE | $1,832 | $6,888-73.4% | $6,132-70.1% | $6,407-71.4% |
| Admin fee / account holder | $745 | $17,404-95.7% | $14,586-94.9% | $12,270-93.9% |