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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 | $228,115 | $155,555+46.6% | $146,866+55.3% | $155,188+47.0% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.5%-37.5pp | 80.8%-35.8pp |
| Annual return | 21.59% | 115.41%-93.8pp | 102.85%-81.3pp | 148.84%-127.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,747 | $8,044-78.3% | $7,759-77.5% | $6,531-73.2% |
| Admin fee / account holder | $2,437 | $14,755-83.5% | $13,620-82.1% | $14,480-83.2% |