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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 | $212,684 | $156,398+36.0% | $147,318+44.4% | $138,895+53.1% |
| Participation rate | 23.1% | 83.8%-60.7pp | 82.1%-59.0pp | 79.9%-56.8pp |
| Annual return | 16.89% | 78.75%-61.9pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,173 | $4,853-75.8% | $4,593-74.5% | $4,194-72.0% |
| Participant deferral / active EE | $2,315 | $8,237-71.9% | $7,906-70.7% | $6,396-63.8% |
| Admin fee / account holder | $3,179 | $14,976-78.8% | $13,708-76.8% | $12,562-74.7% |