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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 | $214,798 | $138,075+55.6% | $123,552+73.9% | $135,379+58.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 47.75% | 153.70%-105.9pp | 119.20%-71.5pp | 519.79%-472.0pp |
| Employer contribution / active EE | $1,435 | $5,152-72.1% | $4,628-69.0% | $4,779-70.0% |
| Participant deferral / active EE | $1,680 | $6,800-75.3% | $6,426-73.9% | $5,609-70.0% |
| Admin fee / account holder | $487 | $10,917-95.5% | $9,285-94.8% | $10,828-95.5% |