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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 | $170,177 | $178,174-4.5% | $156,181+9.0% | $137,256+24.0% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.8%-35.1pp | 80.0%-36.2pp |
| Annual return | 19.87% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,929 | $4,972-41.1% | $4,294-31.8% | $4,156-29.5% |
| Participant deferral / active EE | $733 | $6,888-89.4% | $6,132-88.0% | $6,407-88.6% |
| Admin fee / account holder | $2,461 | $17,404-85.9% | $14,586-83.1% | $12,270-79.9% |