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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 | $191,899 | $154,228+24.4% | $145,433+31.9% | $137,256+39.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $973 | $4,804-79.7% | $4,554-78.6% | $4,156-76.6% |
| Participant deferral / active EE | $2,223 | $8,216-72.9% | $7,897-71.8% | $6,407-65.3% |
| Admin fee / account holder | $2,021 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |