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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 | $154,684 | $156,398-1.1% | $147,318+5.0% | $138,895+11.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.45% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $6,156 | $4,853+26.8% | $4,593+34.0% | $4,194+46.8% |
| Participant deferral / active EE | $1,600 | $8,237-80.6% | $7,906-79.8% | $6,396-75.0% |
| Admin fee / account holder | $1,443 | $14,976-90.4% | $13,708-89.5% | $12,562-88.5% |