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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 | $210,409 | $209,428+0.5% | $178,498+17.9% | $158,950+32.4% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 12.55% | 188.78%-176.2pp | 151.09%-138.5pp | 302.91%-290.4pp |
| Employer contribution / active EE | $11,740 | $5,707+105.7% | $5,011+134.3% | $4,762+146.5% |
| Participant deferral / active EE | $1,780 | $5,955-70.1% | $5,202-65.8% | $5,983-70.3% |
| Admin fee / account holder | $1,206 | $17,077-92.9% | $13,985-91.4% | $11,248-89.3% |