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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 | $226,380 | $160,040+41.5% | $147,096+53.9% | $145,877+55.2% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 26.15% | 98.49%-72.3pp | 419.75%-393.6pp | 551.28%-525.1pp |
| Employer contribution / active EE | $1,214 | $5,289-77.1% | $4,936-75.4% | $4,663-74.0% |
| Participant deferral / active EE | $1,125 | $8,429-86.7% | $8,071-86.1% | $6,691-83.2% |
| Admin fee / account holder | $3,319 | $15,050-77.9% | $13,005-74.5% | $13,402-75.2% |