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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 | $121,290 | $106,008+14.4% | $92,240+31.5% | $147,586-17.8% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 18.48% | 50.05%-31.6pp | 176.29%-157.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,422 | $4,333-21.0% | $3,680-7.0% | $4,876-29.8% |
| Participant deferral / active EE | $1,041 | $4,478-76.8% | $3,897-73.3% | $5,439-80.9% |
| Admin fee / account holder | $1,129 | $6,333-82.2% | $5,194-78.3% | $10,886-89.6% |