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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 | $192,863 | $160,028+20.5% | $147,080+31.1% | $145,884+32.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 17.58% | 98.60%-81.0pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $1,418 | $5,286-73.2% | $4,933-71.3% | $4,662-69.6% |
| Participant deferral / active EE | $2,547 | $8,422-69.8% | $8,066-68.4% | $6,690-61.9% |
| Admin fee / account holder | $547 | $15,030-96.4% | $12,989-95.8% | $13,392-95.9% |