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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 | $194,816 | $115,814+68.2% | $101,275+92.4% | $158,982+22.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 13.76% | 56.16%-42.4pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $10,088 | $4,176+141.6% | $3,660+175.6% | $4,763+111.8% |
| Participant deferral / active EE | $533 | $4,958-89.3% | $4,371-87.8% | $5,983-91.1% |
| Admin fee / account holder | $2,380 | $7,249-67.2% | $5,948-60.0% | $11,252-78.8% |