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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 | $161,372 | $196,972-18.1% | $182,262-11.5% | $198,609-18.7% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 9.45% | 158.27%-148.8pp | 140.60%-131.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $1,593 | $5,364-70.3% | $5,046-68.4% | $5,055-68.5% |
| Participant deferral / active EE | $1,799 | $8,643-79.2% | $8,276-78.3% | $6,977-74.2% |
| Admin fee / account holder | $11,955 | $18,429-35.1% | $16,712-28.5% | $19,030-37.2% |