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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 | $206,122 | $172,111+19.8% | $150,298+37.1% | $137,256+50.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.64% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $872 | $4,636-81.2% | $4,154-79.0% | $4,156-79.0% |
| Participant deferral / active EE | $1,047 | $6,166-83.0% | $5,453-80.8% | $6,407-83.7% |
| Admin fee / account holder | $1,081 | $16,471-93.4% | $14,116-92.3% | $12,270-91.2% |