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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 | $209,011 | $102,382+104.1% | $147,005+42.2% | $80,874+158.4% |
| Participation rate | 56.3% | 75.8%-19.6pp | 82.2%-25.9pp | 67.6%-11.4pp |
| Annual return | 17.27% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $3,350 | $3,715-9.8% | $4,934-32.1% | $2,756+21.6% |
| Participant deferral / active EE | $566 | $6,646-91.5% | $8,070-93.0% | $4,297-86.8% |
| Admin fee / account holder | $27,150 | $7,942+241.8% | $13,006+108.7% | $6,935+291.5% |