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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 | $199,109-14.5% | $173,730-2.0% | $154,746+10.0% |
| Participation rate | 43.8% | 82.8%-39.1pp | 79.6%-35.8pp | 80.7%-37.0pp |
| Annual return | 19.87% | 20.02%-0.2pp | 19.96%-0.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,929 | $5,311-44.9% | $4,577-36.0% | $4,379-33.1% |
| Participant deferral / active EE | $733 | $7,113-89.7% | $6,326-88.4% | $6,730-89.1% |
| Admin fee / account holder | $2,461 | $20,916-88.2% | $17,523-86.0% | $14,365-82.9% |