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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 | $153,781 | $181,062-15.1% | $158,223-2.8% | $155,188-0.9% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 10.84% | 57.39%-46.5pp | 52.09%-41.2pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,000 | $4,565-78.1% | $4,109-75.7% | $4,248-76.5% |
| Participant deferral / active EE | $1,303 | $6,134-78.8% | $5,467-76.2% | $6,531-80.1% |
| Admin fee / account holder | $13,649 | $18,825-27.5% | $16,047-14.9% | $14,480-5.7% |