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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 | $203,899 | $175,257+16.3% | $149,717+36.2% | $139,456+46.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 16.22% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $1,354 | $5,477-75.3% | $4,820-71.9% | $4,753-71.5% |
| Participant deferral / active EE | $1,552 | $6,521-76.2% | $5,682-72.7% | $6,711-76.9% |
| Admin fee / account holder | $1,191 | $16,156-92.6% | $13,213-91.0% | $11,407-89.6% |