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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 | $181,673 | $162,967+11.5% | $135,792+33.8% | $138,895+30.8% |
| Participation rate | 27.3% | 78.3%-51.1pp | 72.6%-45.3pp | 79.9%-52.6pp |
| Annual return | 15.63% | 30.08%-14.4pp | 25.96%-10.3pp | 145.39%-129.8pp |
| Employer contribution / active EE | $962 | $4,211-77.2% | $3,496-72.5% | $4,194-77.1% |
| Participant deferral / active EE | $813 | $5,640-85.6% | $4,759-82.9% | $6,396-87.3% |
| Admin fee / account holder | $2,408 | $15,306-84.3% | $12,266-80.4% | $12,562-80.8% |