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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 | $207,025 | $184,014+12.5% | $161,149+28.5% | $138,895+49.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 20.65% | 21.52%-0.9pp | 21.16%-0.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,189 | $5,055-76.5% | $4,360-72.7% | $4,194-71.7% |
| Participant deferral / active EE | $1,008 | $6,909-85.4% | $6,153-83.6% | $6,396-84.2% |
| Admin fee / account holder | $633 | $18,027-96.5% | $15,194-95.8% | $12,562-95.0% |