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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 | $232,838 | $154,228+51.0% | $145,433+60.1% | $137,256+69.6% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,173 | $4,804-75.6% | $4,554-74.2% | $4,156-71.8% |
| Participant deferral / active EE | $1,565 | $8,216-81.0% | $7,897-80.2% | $6,407-75.6% |
| Admin fee / account holder | $3,252 | $14,344-77.3% | $13,129-75.2% | $12,270-73.5% |