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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 | $170,527 | $160,028+6.6% | $147,080+15.9% | $145,884+16.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 20.28% | 98.60%-78.3pp | 420.17%-399.9pp | 551.85%-531.6pp |
| Employer contribution / active EE | $1,205 | $5,286-77.2% | $4,933-75.6% | $4,662-74.1% |
| Participant deferral / active EE | $1,389 | $8,422-83.5% | $8,066-82.8% | $6,690-79.2% |
| Admin fee / account holder | $2,367 | $15,030-84.2% | $12,989-81.8% | $13,392-82.3% |