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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 | $138,014 | $112,131+23.1% | $95,964+43.8% | $158,982-13.2% |
| Participation rate | 53.8% | 79.0%-25.1pp | 77.1%-23.2pp | 82.0%-28.1pp |
| Annual return | 8.88% | 171.19%-162.3pp | 91.64%-82.8pp | 302.99%-294.1pp |
| Employer contribution / active EE | $1,206 | $3,199-62.3% | $2,541-52.5% | $4,763-74.7% |
| Participant deferral / active EE | $1,439 | $4,784-69.9% | $4,167-65.5% | $5,983-75.9% |
| Admin fee / account holder | $9,995 | $10,136-1.4% | $6,797+47.0% | $11,252-11.2% |