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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 | $190,281 | $180,749+5.3% | $160,784+18.3% | $137,256+38.6% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 27.56% | 2234.46%-2206.9pp | 1803.92%-1776.4pp | 220.34%-192.8pp |
| Employer contribution / active EE | $817 | $4,155-80.3% | $3,733-78.1% | $4,156-80.4% |
| Participant deferral / active EE | $817 | $6,844-88.1% | $6,293-87.0% | $6,407-87.3% |
| Admin fee / account holder | $532 | $10,397-94.9% | $9,717-94.5% | $12,270-95.7% |