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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 | $238,088 | $202,342+17.7% | $172,752+37.8% | $152,897+55.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 20.88% | 1029.83%-1008.9pp | 802.97%-782.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,681 | $5,858-71.3% | $5,144-67.3% | $4,764-64.7% |
| Participant deferral / active EE | $1,945 | $5,948-67.3% | $5,198-62.6% | $5,851-66.8% |
| Admin fee / account holder | $22,512 | $17,111+31.6% | $13,955+61.3% | $11,599+94.1% |