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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 | $165,903 | $159,934+3.7% | $147,005+12.9% | $145,959+13.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.29% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,955 | $5,287-63.0% | $4,934-60.4% | $4,661-58.1% |
| Participant deferral / active EE | $2,375 | $8,427-71.8% | $8,070-70.6% | $6,689-64.5% |
| Admin fee / account holder | $524 | $15,053-96.5% | $13,006-96.0% | $13,398-96.1% |