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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 | $203,134 | $166,131+22.3% | $164,975+23.1% | $145,877+39.3% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 10.89% | 100.37%-89.5pp | 70.12%-59.2pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,605 | $5,276-69.6% | $4,343-63.0% | $4,663-65.6% |
| Participant deferral / active EE | $1,444 | $6,962-79.3% | $6,033-76.1% | $6,691-78.4% |
| Admin fee / account holder | $44,023 | $16,648+164.4% | $12,688+247.0% | $13,402+228.5% |