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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 | $217,679 | $196,972+10.5% | $182,262+19.4% | $198,609+9.6% |
| Participation rate | 63.6% | 85.7%-22.1pp | 84.2%-20.6pp | 82.4%-18.7pp |
| Annual return | 11.35% | 158.27%-146.9pp | 140.60%-129.2pp | 202.70%-191.4pp |
| Employer contribution / active EE | $1,534 | $5,364-71.4% | $5,046-69.6% | $5,055-69.7% |
| Participant deferral / active EE | $3,689 | $8,643-57.3% | $8,276-55.4% | $6,977-47.1% |
| Admin fee / account holder | $29,510 | $18,429+60.1% | $16,712+76.6% | $19,030+55.1% |