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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 | $196,873 | $174,379+12.9% | $152,093+29.4% | $138,895+41.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.62% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,308 | $4,652-71.9% | $4,175-68.7% | $4,194-68.8% |
| Participant deferral / active EE | $1,393 | $6,159-77.4% | $5,451-74.5% | $6,396-78.2% |
| Admin fee / account holder | $311 | $16,880-98.2% | $14,497-97.9% | $12,562-97.5% |