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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 | $148,288 | $180,028-17.6% | $138,135+7.4% | $158,982-6.7% |
| Participation rate | 61.1% | 82.2%-21.1pp | 78.7%-17.6pp | 82.0%-20.9pp |
| Annual return | 11.80% | 21.68%-9.9pp | 20.51%-8.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,253 | $7,470-83.2% | $5,587-77.6% | $4,763-73.7% |
| Participant deferral / active EE | $2,289 | $7,717-70.3% | $6,431-64.4% | $5,983-61.7% |
| Admin fee / account holder | $5,299 | $17,912-70.4% | $11,856-55.3% | $11,252-52.9% |