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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 | $211,009 | $175,231+20.4% | $149,696+41.0% | $139,466+51.3% |
| Participation rate | 17.4% | 83.4%-66.0pp | 78.8%-61.4pp | 80.3%-62.9pp |
| Annual return | 13.36% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,609 | $5,478-52.4% | $4,821-45.9% | $4,754-45.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,921 | $16,155-88.1% | $13,212-85.5% | $11,409-83.2% |