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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 | $151,374 | $162,136-6.6% | $152,301-0.6% | $154,746-2.2% |
| Participation rate | 53.8% | 84.1%-30.3pp | 82.4%-28.6pp | 80.7%-26.9pp |
| Annual return | 17.13% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,154 | $4,890-76.4% | $4,624-75.0% | $4,379-73.6% |
| Participant deferral / active EE | $1,492 | $8,341-82.1% | $8,004-81.4% | $6,730-77.8% |
| Admin fee / account holder | $7,964 | $15,759-49.5% | $14,398-44.7% | $14,365-44.6% |