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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 | $158,938 | $154,228+3.1% | $145,433+9.3% | $137,256+15.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 16.50% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,817 | $4,804-62.2% | $4,554-60.1% | $4,156-56.3% |
| Participant deferral / active EE | $1,917 | $8,216-76.7% | $7,897-75.7% | $6,407-70.1% |
| Admin fee / account holder | $1,727 | $14,344-88.0% | $13,129-86.8% | $12,270-85.9% |