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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 | $132,099+13.7% | $115,599+29.9% | $138,895+8.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.3%-14.3pp | 79.9%-19.9pp |
| Annual return | 19.94% | 176.76%-156.8pp | 111.10%-91.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,274 | $3,416-62.7% | $2,955-56.9% | $4,194-69.6% |
| Participant deferral / active EE | $1,360 | $5,617-75.8% | $4,889-72.2% | $6,396-78.7% |
| Admin fee / account holder | $972 | $15,650-93.8% | $12,841-92.4% | $12,562-92.3% |