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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 | $184,014-7.5% | $161,149+5.6% | $138,895+22.5% |
| Participation rate | 43.8% | 82.1%-38.3pp | 78.8%-35.1pp | 79.9%-36.2pp |
| Annual return | 19.87% | 21.52%-1.7pp | 21.16%-1.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,929 | $5,055-42.1% | $4,360-32.8% | $4,194-30.2% |
| Participant deferral / active EE | $733 | $6,909-89.4% | $6,153-88.1% | $6,396-88.5% |
| Admin fee / account holder | $2,461 | $18,027-86.3% | $15,194-83.8% | $12,562-80.4% |