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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 | $244,444 | $199,109+22.8% | $173,730+40.7% | $154,746+58.0% |
| Participation rate | 30.8% | 82.8%-52.0pp | 79.6%-48.8pp | 80.7%-49.9pp |
| Annual return | 14.13% | 20.02%-5.9pp | 19.96%-5.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,363 | $5,311-74.3% | $4,577-70.2% | $4,379-68.9% |
| Participant deferral / active EE | $1,650 | $7,113-76.8% | $6,326-73.9% | $6,730-75.5% |
| Admin fee / account holder | $5,637 | $20,916-73.0% | $17,523-67.8% | $14,365-60.8% |