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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 | $171,156 | $161,352+6.1% | $134,172+27.6% | $137,256+24.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 16.19% | 28.72%-12.5pp | 25.30%-9.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,896 | $4,099+43.9% | $3,420+72.4% | $4,156+41.9% |
| Participant deferral / active EE | $290 | $5,552-94.8% | $4,690-93.8% | $6,407-95.5% |
| Admin fee / account holder | $1,096 | $15,028-92.7% | $12,016-90.9% | $12,270-91.1% |