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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 | $150,154 | $132,634+13.2% | $115,768+29.7% | $137,256+9.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 19.94% | 160.70%-140.8pp | 100.46%-80.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,274 | $3,360-62.1% | $2,940-56.7% | $4,156-69.4% |
| Participant deferral / active EE | $1,360 | $5,619-75.8% | $4,917-72.3% | $6,407-78.8% |
| Admin fee / account holder | $972 | $15,028-93.5% | $12,439-92.2% | $12,270-92.1% |