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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 | $205,576 | $102,429+100.7% | $147,096+39.8% | $80,925+154.0% |
| Participation rate | 48.4% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 12.17% | 135.02%-122.8pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,560 | $3,716-58.0% | $4,936-68.4% | $2,756-43.4% |
| Participant deferral / active EE | $2,276 | $6,649-65.8% | $8,071-71.8% | $4,299-47.0% |
| Admin fee / account holder | $1,029 | $7,957-87.1% | $13,005-92.1% | $6,940-85.2% |