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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 | $159,934+9.4% | $147,005+19.0% | $145,959+19.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.18% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,196 | $5,287-58.5% | $4,934-55.5% | $4,661-52.9% |
| Participant deferral / active EE | $1,516 | $8,427-82.0% | $8,070-81.2% | $6,689-77.3% |
| Admin fee / account holder | $41,683 | $15,053+176.9% | $13,006+220.5% | $13,398+211.1% |