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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 | $137,871 | $157,276-12.3% | $141,177-2.3% | $152,885-9.8% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 16.23% | 64.33%-48.1pp | 71.40%-55.2pp | 345.39%-329.2pp |
| Employer contribution / active EE | $945 | $5,262-82.0% | $4,736-80.1% | $4,763-80.2% |
| Participant deferral / active EE | $2,193 | $7,110-69.2% | $6,710-67.3% | $5,851-62.5% |
| Admin fee / account holder | $1,911 | $12,123-84.2% | $10,263-81.4% | $11,598-83.5% |