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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 | $229,171 | $165,351+38.6% | $149,710+53.1% | $158,931+44.2% |
| Participation rate | 12.5% | 84.6%-72.1pp | 82.5%-70.0pp | 82.0%-69.5pp |
| Annual return | 10.46% | 348.19%-337.7pp | 276.63%-266.2pp | 302.86%-292.4pp |
| Employer contribution / active EE | $1,425 | $5,103-72.1% | $4,645-69.3% | $4,761-70.1% |
| Participant deferral / active EE | $2,115 | $7,181-70.5% | $6,842-69.1% | $5,982-64.6% |
| Admin fee / account holder | $101,962 | $10,807+843.5% | $9,309+995.3% | $11,247+806.6% |