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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 | $167,280 | $162,136+3.2% | $152,301+9.8% | $154,746+8.1% |
| Participation rate | 61.1% | 84.1%-23.0pp | 82.4%-21.3pp | 80.7%-19.6pp |
| Annual return | 13.71% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,497 | $4,890-69.4% | $4,624-67.6% | $4,379-65.8% |
| Participant deferral / active EE | $1,501 | $8,341-82.0% | $8,004-81.3% | $6,730-77.7% |
| Admin fee / account holder | $22,488 | $15,759+42.7% | $14,398+56.2% | $14,365+56.5% |