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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 | $174,889 | $160,040+9.3% | $147,096+18.9% | $145,877+19.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.18% | 98.49%-83.3pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,196 | $5,289-58.5% | $4,936-55.5% | $4,663-52.9% |
| Participant deferral / active EE | $1,516 | $8,429-82.0% | $8,071-81.2% | $6,691-77.3% |
| Admin fee / account holder | $41,683 | $15,050+177.0% | $13,005+220.5% | $13,402+211.0% |