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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 | $207,362 | $159,978+29.6% | $147,041+41.0% | $145,978+42.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.05% | 98.36%-82.3pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $4,500 | $5,288-14.9% | $4,935-8.8% | $4,662-3.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $833 | $15,053-94.5% | $13,006-93.6% | $13,400-93.8% |