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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 | $212,076 | $156,398+35.6% | $147,318+44.0% | $138,895+52.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 12.88% | 78.75%-65.9pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,081 | $4,853-77.7% | $4,593-76.5% | $4,194-74.2% |
| Participant deferral / active EE | $1,919 | $8,237-76.7% | $7,906-75.7% | $6,396-70.0% |
| Admin fee / account holder | $29,770 | $14,976+98.8% | $13,708+117.2% | $12,562+137.0% |