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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 | $214,819 | $154,193+39.3% | $130,045+65.2% | $139,466+54.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 18.22% | 32.51%-14.3pp | -137.30%+155.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,890 | $5,292-64.3% | $4,321-56.3% | $4,754-60.2% |
| Participant deferral / active EE | $1,886 | $6,709-71.9% | $5,820-67.6% | $6,712-71.9% |
| Admin fee / account holder | $10,470 | $13,989-25.2% | $10,600-1.2% | $11,409-8.2% |