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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 | $179,799 | $155,555+15.6% | $146,866+22.4% | $155,188+15.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 15.40% | 115.41%-100.0pp | 102.85%-87.5pp | 148.84%-133.4pp |
| Employer contribution / active EE | $741 | $4,647-84.0% | $4,425-83.2% | $4,248-82.6% |
| Participant deferral / active EE | $1,408 | $8,044-82.5% | $7,759-81.8% | $6,531-78.4% |
| Admin fee / account holder | $2,763 | $14,755-81.3% | $13,620-79.7% | $14,480-80.9% |