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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 | $162,136+18.4% | $152,301+26.0% | $154,746+24.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.71% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $973 | $4,890-80.1% | $4,624-79.0% | $4,379-77.8% |
| Participant deferral / active EE | $2,223 | $8,341-73.3% | $8,004-72.2% | $6,730-67.0% |
| Admin fee / account holder | $2,021 | $15,759-87.2% | $14,398-86.0% | $14,365-85.9% |