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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 | $154,228+8.5% | $145,433+15.0% | $137,256+21.9% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,497 | $4,804-68.8% | $4,554-67.1% | $4,156-64.0% |
| Participant deferral / active EE | $1,501 | $8,216-81.7% | $7,897-81.0% | $6,407-76.6% |
| Admin fee / account holder | $22,488 | $14,344+56.8% | $13,129+71.3% | $12,270+83.3% |