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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 | $179,972 | $176,105+2.2% | $159,474+12.9% | $167,536+7.4% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 14.80% | 331.91%-317.1pp | 263.68%-248.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $1,159 | $5,299-78.1% | $4,831-76.0% | $4,839-76.0% |
| Participant deferral / active EE | $2,060 | $7,751-73.4% | $7,353-72.0% | $6,342-67.5% |
| Admin fee / account holder | $13,960 | $12,559+11.1% | $10,802+29.2% | $12,315+13.4% |