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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 | $239,524 | $162,136+47.7% | $152,301+57.3% | $154,746+54.8% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 14.06% | 91.02%-77.0pp | 80.50%-66.4pp | 172.34%-158.3pp |
| Employer contribution / active EE | $930 | $4,890-81.0% | $4,624-79.9% | $4,379-78.8% |
| Participant deferral / active EE | $2,584 | $8,341-69.0% | $8,004-67.7% | $6,730-61.6% |
| Admin fee / account holder | $9,484 | $15,759-39.8% | $14,398-34.1% | $14,365-34.0% |