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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 | $140,687 | $185,312-24.1% | $161,489-12.9% | $154,746-9.1% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 15.88% | 103.84%-88.0pp | 89.72%-73.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,400 | $4,769-28.7% | $4,268-20.3% | $4,379-22.4% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,366 | $18,654-92.7% | $16,006-91.5% | $14,365-90.5% |