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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 | $249,368 | $197,637+26.2% | $177,848+40.2% | $158,982+56.9% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 21.46% | 58.77%-37.3pp | 48.33%-26.9pp | 302.99%-281.5pp |
| Employer contribution / active EE | $5,364 | $6,698-19.9% | $5,919-9.4% | $4,763+12.6% |
| Participant deferral / active EE | $709 | $8,405-91.6% | $7,714-90.8% | $5,983-88.2% |
| Admin fee / account holder | $487 | $15,406-96.8% | $12,431-96.1% | $11,252-95.7% |