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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 | $146,638 | $147,556-0.6% | $129,031+13.6% | $198,609-26.2% |
| Participation rate | 23.1% | 77.2%-54.2pp | 73.4%-50.3pp | 82.4%-59.3pp |
| Annual return | 12.82% | 37.41%-24.6pp | 34.67%-21.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $1,151 | $3,645-68.4% | $3,226-64.3% | $5,055-77.2% |
| Participant deferral / active EE | $1,491 | $5,760-74.1% | $5,217-71.4% | $6,977-78.6% |
| Admin fee / account holder | $23,976 | $15,467+55.0% | $13,208+81.5% | $19,030+26.0% |