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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 | $185,554 | $183,968+0.9% | $162,166+14.4% | $152,870+21.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 16.78% | 150.77%-134.0pp | 115.59%-98.8pp | 345.34%-328.6pp |
| Employer contribution / active EE | $13,275 | $6,371+108.4% | $5,614+136.5% | $4,763+178.7% |
| Participant deferral / active EE | $25 | $8,034-99.7% | $7,298-99.7% | $5,850-99.6% |
| Admin fee / account holder | $9,318 | $13,121-29.0% | $10,842-14.1% | $11,597-19.6% |