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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 | $163,584 | $155,555+5.2% | $146,866+11.4% | $155,188+5.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 10.89% | 115.41%-104.5pp | 102.85%-92.0pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,032 | $4,647-77.8% | $4,425-76.7% | $4,248-75.7% |
| Participant deferral / active EE | $1,956 | $8,044-75.7% | $7,759-74.8% | $6,531-70.1% |
| Admin fee / account holder | $141,008 | $14,755+855.6% | $13,620+935.3% | $14,480+873.8% |