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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 | $178,174+37.2% | $156,181+56.5% | $137,256+78.1% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.8%-48.1pp | 80.0%-49.2pp |
| Annual return | 14.13% | 84.19%-70.1pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,363 | $4,972-72.6% | $4,294-68.3% | $4,156-67.2% |
| Participant deferral / active EE | $1,650 | $6,888-76.0% | $6,132-73.1% | $6,407-74.2% |
| Admin fee / account holder | $5,637 | $17,404-67.6% | $14,586-61.4% | $12,270-54.1% |