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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 | $151,367 | $132,099+14.6% | $115,599+30.9% | $138,895+9.0% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.3%-45.7pp | 79.9%-51.3pp |
| Annual return | 16.26% | 176.76%-160.5pp | 111.10%-94.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $994 | $3,416-70.9% | $2,955-66.4% | $4,194-76.3% |
| Participant deferral / active EE | $1,596 | $5,617-71.6% | $4,889-67.4% | $6,396-75.0% |
| Admin fee / account holder | $16,893 | $15,650+7.9% | $12,841+31.6% | $12,562+34.5% |