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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 | $243,044 | $165,399+46.9% | $149,745+62.3% | $158,982+52.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.77% | 348.34%-339.6pp | 276.72%-268.0pp | 302.99%-294.2pp |
| Employer contribution / active EE | $2,013 | $5,105-60.6% | $4,646-56.7% | $4,763-57.7% |
| Participant deferral / active EE | $2,153 | $7,183-70.0% | $6,843-68.5% | $5,983-64.0% |
| Admin fee / account holder | $7,554 | $10,811-30.1% | $9,312-18.9% | $11,252-32.9% |