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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 | $164,555 | $157,296+4.6% | $141,191+16.5% | $152,897+7.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.02% | 64.34%-40.3pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,766 | $5,262-66.4% | $4,736-62.7% | $4,764-62.9% |
| Participant deferral / active EE | $1,766 | $7,111-75.2% | $6,710-73.7% | $5,851-69.8% |
| Admin fee / account holder | $33,957 | $12,125+180.1% | $10,264+230.8% | $11,599+192.7% |