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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 | $249,258 | $100,139+148.9% | $85,187+192.6% | $145,884+70.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.58% | 84.15%-74.6pp | 66.67%-57.1pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,020 | $3,238-68.5% | $2,732-62.7% | $4,662-78.1% |
| Participant deferral / active EE | $403 | $5,296-92.4% | $4,525-91.1% | $6,690-94.0% |
| Admin fee / account holder | $1,777 | $7,262-75.5% | $6,162-71.2% | $13,392-86.7% |