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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 | $199,386 | $198,457+0.5% | $170,435+17.0% | $147,586+35.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 17.84% | 257.30%-239.5pp | 205.94%-188.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $150 | $5,629-97.3% | $4,939-97.0% | $5,439-97.2% |
| Admin fee / account holder | $1,928 | $16,852-88.6% | $13,881-86.1% | $10,886-82.3% |