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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 | $192,561 | $176,077+9.4% | $159,455+20.8% | $167,518+14.9% |
| Participation rate | 54.5% | 84.9%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 14.27% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.4pp |
| Employer contribution / active EE | $1,904 | $5,298-64.1% | $4,830-60.6% | $4,838-60.7% |
| Participant deferral / active EE | $2,563 | $7,751-66.9% | $7,353-65.1% | $6,342-59.6% |
| Admin fee / account holder | $1,202 | $12,556-90.4% | $10,800-88.9% | $12,312-90.2% |