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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 | $175,497 | $162,136+8.2% | $152,301+15.2% | $154,746+13.4% |
| Participation rate | 46.7% | 84.1%-37.4pp | 82.4%-35.8pp | 80.7%-34.0pp |
| Annual return | 13.27% | 91.02%-77.8pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,447 | $8,341-70.7% | $8,004-69.4% | $6,730-63.6% |
| Admin fee / account holder | $2,508 | $15,759-84.1% | $14,398-82.6% | $14,365-82.5% |