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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 | $188,114 | $107,809+74.5% | $97,032+93.9% | $155,188+21.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 71.6%-31.6pp | 80.8%-40.8pp |
| Annual return | 50.46% | 38.06%+12.4pp | 35.38%+15.1pp | 148.84%-98.4pp |
| Employer contribution / active EE | $277 | $2,911-90.5% | $2,629-89.5% | $4,248-93.5% |
| Participant deferral / active EE | $277 | $5,129-94.6% | $4,672-94.1% | $6,531-95.8% |
| Admin fee / account holder | $5,469 | $10,717-49.0% | $9,418-41.9% | $14,480-62.2% |