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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 | $153,303 | $185,312-17.3% | $161,489-5.1% | $154,746-0.9% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 11.91% | 103.84%-91.9pp | 89.72%-77.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,084 | $4,769-77.3% | $4,268-74.6% | $4,379-75.2% |
| Participant deferral / active EE | $1,157 | $6,350-81.8% | $5,630-79.5% | $6,730-82.8% |
| Admin fee / account holder | $17,770 | $18,654-4.7% | $16,006+11.0% | $14,365+23.7% |