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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 | $187,025 | $129,737+44.2% | $119,126+57.0% | $154,746+20.9% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 15.14% | 379.08%-363.9pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,148 | $4,375-73.8% | $4,034-71.5% | $4,379-73.8% |
| Participant deferral / active EE | $1,362 | $5,842-76.7% | $5,318-74.4% | $6,730-79.8% |
| Admin fee / account holder | $2,280 | $11,961-80.9% | $10,693-78.7% | $14,365-84.1% |