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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 | $142,071 | $111,535+27.4% | $105,223+35.0% | $137,256+3.5% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 13.15% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $825 | $3,939-79.1% | $3,689-77.6% | $4,156-80.2% |
| Participant deferral / active EE | $1,031 | $5,500-81.3% | $5,072-79.7% | $6,407-83.9% |
| Admin fee / account holder | $1,861 | $9,721-80.9% | $8,859-79.0% | $12,270-84.8% |