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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 | $148,602 | $111,830+32.9% | $93,696+58.6% | $145,884+1.9% |
| Participation rate | 27.3% | 74.2%-46.9pp | 68.7%-41.4pp | 80.3%-53.0pp |
| Annual return | 13.96% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $815 | $3,093-73.6% | $2,422-66.3% | $4,662-82.5% |
| Participant deferral / active EE | $947 | $4,920-80.7% | $4,417-78.6% | $6,690-85.8% |
| Admin fee / account holder | $17,101 | $10,249+66.9% | $8,287+106.4% | $13,392+27.7% |