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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 | $221,756 | $155,555+42.6% | $146,866+51.0% | $155,188+42.9% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.5%-26.3pp | 80.8%-24.6pp |
| Annual return | 13.49% | 115.41%-101.9pp | 102.85%-89.4pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,129 | $4,647-75.7% | $4,425-74.5% | $4,248-73.4% |
| Participant deferral / active EE | $2,396 | $8,044-70.2% | $7,759-69.1% | $6,531-63.3% |
| Admin fee / account holder | $45,836 | $14,755+210.6% | $13,620+236.5% | $14,480+216.6% |