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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 | $245,102 | $254,759-3.8% | $216,567+13.2% | $198,609+23.4% |
| Participation rate | 58.3% | 84.5%-26.2pp | 81.6%-23.3pp | 82.4%-24.0pp |
| Annual return | 9.76% | 10.04%-0.3pp | 12.94%-3.2pp | 202.70%-192.9pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,158 | $6,948-68.9% | $6,191-65.1% | $6,977-69.1% |
| Admin fee / account holder | $33,347 | $26,311+26.7% | $21,981+51.7% | $19,030+75.2% |