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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 | $218,428 | $148,582+47.0% | $135,942+60.7% | $139,456+56.6% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.1pp |
| Annual return | 13.92% | 79.26%-65.3pp | 68.28%-54.4pp | 373.45%-359.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,333 | $8,101-71.2% | $7,759-69.9% | $6,711-65.2% |
| Admin fee / account holder | $982 | $12,402-92.1% | $10,764-90.9% | $11,407-91.4% |