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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 | $224,786 | $162,821+38.1% | $133,978+67.8% | $158,982+41.4% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 14.61% | 41.95%-27.3pp | 45.10%-30.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,033 | $5,910-82.5% | $5,047-79.5% | $5,983-82.7% |
| Admin fee / account holder | $13,323 | $11,742+13.5% | $8,930+49.2% | $11,252+18.4% |