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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 | $206,870 | $166,020+24.6% | $164,866+25.5% | $145,959+41.7% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 14.21% | 100.08%-85.9pp | 69.97%-55.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,745 | $5,275-66.9% | $4,343-59.8% | $4,661-62.6% |
| Participant deferral / active EE | $2,022 | $6,961-71.0% | $6,033-66.5% | $6,689-69.8% |
| Admin fee / account holder | $34,032 | $16,644+104.5% | $12,689+168.2% | $13,398+154.0% |