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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 | $194,201 | $165,381+17.4% | $149,730+29.7% | $158,966+22.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 19.75% | 348.29%-328.5pp | 276.70%-256.9pp | 302.95%-283.2pp |
| Employer contribution / active EE | $1,224 | $5,104-76.0% | $4,645-73.7% | $4,762-74.3% |
| Participant deferral / active EE | $2,040 | $7,182-71.6% | $6,843-70.2% | $5,983-65.9% |
| Admin fee / account holder | $459 | $10,809-95.8% | $9,310-95.1% | $11,250-95.9% |