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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 | $249,688 | $201,259+24.1% | $184,200+35.6% | $145,959+71.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.27% | 28.98%-17.7pp | 28.80%-17.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,631 | $9,806-73.2% | $9,132-71.2% | $6,689-60.7% |
| Admin fee / account holder | $916 | $16,372-94.4% | $13,907-93.4% | $13,398-93.2% |