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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 | $224,216 | $183,539+22.2% | $155,556+44.1% | $145,897+53.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.86% | 61.31%-49.4pp | 64.84%-53.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,365 | $5,315-74.3% | $4,675-70.8% | $4,663-70.7% |
| Participant deferral / active EE | $1,365 | $6,467-78.9% | $5,631-75.8% | $6,689-79.6% |
| Admin fee / account holder | $2,382 | $19,275-87.6% | $15,885-85.0% | $13,390-82.2% |