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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 | $221,756 | $156,398+41.8% | $147,318+50.5% | $138,895+59.7% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.8pp | 79.9%-23.7pp |
| Annual return | 13.49% | 78.75%-65.3pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,129 | $4,853-76.7% | $4,593-75.4% | $4,194-73.1% |
| Participant deferral / active EE | $2,396 | $8,237-70.9% | $7,906-69.7% | $6,396-62.5% |
| Admin fee / account holder | $45,836 | $14,976+206.1% | $13,708+234.4% | $12,562+264.9% |