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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 | $198,325 | $148,582+33.5% | $135,942+45.9% | $139,456+42.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 25.01% | 79.26%-54.2pp | 68.28%-43.3pp | 373.45%-348.4pp |
| Employer contribution / active EE | $2,493 | $5,245-52.5% | $4,858-48.7% | $4,753-47.5% |
| Participant deferral / active EE | $725 | $8,101-91.1% | $7,759-90.7% | $6,711-89.2% |
| Admin fee / account holder | $344 | $12,402-97.2% | $10,764-96.8% | $11,407-97.0% |