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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 | $151,987 | $118,708+28.0% | $98,920+53.6% | $158,966-4.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 10.84% | 372.49%-361.6pp | 196.47%-185.6pp | 302.95%-292.1pp |
| Employer contribution / active EE | $770 | $3,334-76.9% | $2,689-71.4% | $4,762-83.8% |
| Participant deferral / active EE | $1,228 | $5,089-75.9% | $4,245-71.1% | $5,983-79.5% |
| Admin fee / account holder | $4,528 | $10,134-55.3% | $6,643-31.8% | $11,250-59.8% |