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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 | $159,861 | $148,623+7.6% | $135,974+17.6% | $139,466+14.6% |
| Participation rate | 40.9% | 83.9%-43.0pp | 81.9%-41.0pp | 80.3%-39.4pp |
| Annual return | 14.78% | 79.30%-64.5pp | 68.30%-53.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,082 | $5,246-79.4% | $4,859-77.7% | $4,754-77.2% |
| Participant deferral / active EE | $2,320 | $8,103-71.4% | $7,760-70.1% | $6,712-65.4% |
| Admin fee / account holder | $464 | $12,406-96.3% | $10,767-95.7% | $11,409-95.9% |