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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 | $140,083 | $100,970+38.7% | $96,576+45.0% | $137,256+2.1% |
| Participation rate | 27.3% | 82.6%-55.3pp | 81.4%-54.2pp | 80.0%-52.7pp |
| Annual return | 14.94% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $210 | $3,809-94.5% | $3,553-94.1% | $4,156-94.9% |
| Participant deferral / active EE | $1,055 | $8,286-87.3% | $7,956-86.7% | $6,407-83.5% |
| Admin fee / account holder | $10,401 | $11,312-8.1% | $11,381-8.6% | $12,270-15.2% |