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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 | $144,627 | $178,174-18.8% | $156,181-7.4% | $137,256+5.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 11.94% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,287 | $4,972-74.1% | $4,294-70.0% | $4,156-69.0% |
| Participant deferral / active EE | $1,390 | $6,888-79.8% | $6,132-77.3% | $6,407-78.3% |
| Admin fee / account holder | $24,437 | $17,404+40.4% | $14,586+67.5% | $12,270+99.2% |