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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 | $170,279 | $112,933+50.8% | $90,970+87.2% | $158,982+7.1% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 15.92% | 215.82%-199.9pp | 134.60%-118.7pp | 302.99%-287.1pp |
| Employer contribution / active EE | $547 | $2,893-81.1% | $2,122-74.2% | $4,763-88.5% |
| Participant deferral / active EE | $548 | $4,128-86.7% | $3,373-83.7% | $5,983-90.8% |
| Admin fee / account holder | $1,416 | $8,047-82.4% | $5,961-76.3% | $11,252-87.4% |