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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 | $165,399+38.6% | $149,745+53.0% | $158,982+44.1% |
| Participation rate | 12.5% | 84.6%-72.1pp | 82.5%-70.0pp | 82.0%-69.5pp |
| Annual return | 10.46% | 348.34%-337.9pp | 276.72%-266.3pp | 302.99%-292.5pp |
| Employer contribution / active EE | $1,425 | $5,105-72.1% | $4,646-69.3% | $4,763-70.1% |
| Participant deferral / active EE | $2,115 | $7,183-70.5% | $6,843-69.1% | $5,983-64.6% |
| Admin fee / account holder | $101,962 | $10,811+843.1% | $9,312+995.0% | $11,252+806.2% |