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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 | $114,660 | $154,228-25.7% | $145,433-21.2% | $137,256-16.5% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 12.94% | 74.59%-61.7pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $981 | $4,804-79.6% | $4,554-78.5% | $4,156-76.4% |
| Participant deferral / active EE | $1,500 | $8,216-81.7% | $7,897-81.0% | $6,407-76.6% |
| Admin fee / account holder | $12,084 | $14,344-15.8% | $13,129-8.0% | $12,270-1.5% |