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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 | $181,821 | $165,399+9.9% | $149,745+21.4% | $158,982+14.4% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 13.08% | 348.34%-335.3pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $3,830 | $5,105-25.0% | $4,646-17.6% | $4,763-19.6% |
| Participant deferral / active EE | $1,047 | $7,183-85.4% | $6,843-84.7% | $5,983-82.5% |
| Admin fee / account holder | $24,928 | $10,811+130.6% | $9,312+167.7% | $11,252+121.6% |