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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 | $201,748 | $154,193+30.8% | $130,045+55.1% | $139,466+44.7% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-17.0pp | 80.3%-18.8pp |
| Annual return | 19.58% | 32.51%-12.9pp | -137.30%+156.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,324 | $5,292-75.0% | $4,321-69.4% | $4,754-72.2% |
| Participant deferral / active EE | $1,654 | $6,709-75.3% | $5,820-71.6% | $6,712-75.4% |
| Admin fee / account holder | $3,034 | $13,989-78.3% | $10,600-71.4% | $11,409-73.4% |