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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 | $183,592+22.1% | $155,574+44.1% | $145,877+53.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.86% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,365 | $5,317-74.3% | $4,676-70.8% | $4,663-70.7% |
| Participant deferral / active EE | $1,365 | $6,466-78.9% | $5,629-75.8% | $6,691-79.6% |
| Admin fee / account holder | $2,382 | $19,316-87.7% | $15,914-85.0% | $13,402-82.2% |