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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 | $230,107 | $171,492+34.2% | $150,734+52.7% | $198,609+15.9% |
| Participation rate | 63.6% | 81.4%-17.8pp | 78.4%-14.8pp | 82.4%-18.7pp |
| Annual return | 15.21% | 804.70%-789.5pp | 600.81%-585.6pp | 202.70%-187.5pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,868 | $6,259-70.2% | $5,610-66.7% | $6,977-73.2% |
| Admin fee / account holder | $12,127 | $17,628-31.2% | $14,905-18.6% | $19,030-36.3% |