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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 | $113,554 | $63,346+79.3% | $92,240+23.1% | $70,126+61.9% |
| Participation rate | 56.5% | 68.7%-12.2pp | 76.5%-20.0pp | 69.5%-13.1pp |
| Annual return | 16.55% | 530.19%-513.6pp | 176.29%-159.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $3,202 | $2,471+29.6% | $3,680-13.0% | $2,343+36.7% |
| Participant deferral / active EE | $801 | $2,854-71.9% | $3,897-79.5% | $3,332-76.0% |
| Admin fee / account holder | $6,600 | $3,841+71.8% | $5,194+27.1% | $4,645+42.1% |