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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 | $122,215 | $161,352-24.3% | $134,172-8.9% | $137,256-11.0% |
| Participation rate | 65.0% | 78.3%-13.3pp | 72.5%-7.5pp | 80.0%-15.0pp |
| Annual return | 11.28% | 28.72%-17.4pp | 25.30%-14.0pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,643 | $4,099-35.5% | $3,420-22.7% | $4,156-36.4% |
| Participant deferral / active EE | $1,133 | $5,552-79.6% | $4,690-75.8% | $6,407-82.3% |
| Admin fee / account holder | $1,004 | $15,028-93.3% | $12,016-91.6% | $12,270-91.8% |