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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 | $210,248 | $148,623+41.5% | $135,974+54.6% | $139,466+50.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.29% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,367 | $5,246-74.0% | $4,859-71.9% | $4,754-71.3% |
| Participant deferral / active EE | $1,367 | $8,103-83.1% | $7,760-82.4% | $6,712-79.6% |
| Admin fee / account holder | $33,618 | $12,406+171.0% | $10,767+212.2% | $11,409+194.7% |