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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 | $162,021 | $160,028+1.2% | $147,080+10.2% | $145,884+11.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 12.09% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,309 | $5,286-56.3% | $4,933-53.2% | $4,662-50.5% |
| Participant deferral / active EE | $2,271 | $8,422-73.0% | $8,066-71.8% | $6,690-66.1% |
| Admin fee / account holder | $3,218 | $15,030-78.6% | $12,989-75.2% | $13,392-76.0% |