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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 | $204,742 | $183,627+11.5% | $155,602+31.6% | $145,978+40.3% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 24.99% | 61.32%-36.3pp | 64.81%-39.8pp | 550.52%-525.5pp |
| Employer contribution / active EE | $1,713 | $5,316-67.8% | $4,675-63.4% | $4,662-63.2% |
| Participant deferral / active EE | $1,277 | $6,466-80.3% | $5,629-77.3% | $6,690-80.9% |
| Admin fee / account holder | $6,753 | $19,327-65.1% | $15,923-57.6% | $13,400-49.6% |