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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 | $243,519 | $159,978+52.2% | $147,041+65.6% | $145,978+66.8% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.66% | 98.36%-83.7pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,121 | $5,288-78.8% | $4,935-77.3% | $4,662-75.9% |
| Participant deferral / active EE | $1,181 | $8,429-86.0% | $8,071-85.4% | $6,690-82.3% |
| Admin fee / account holder | $12,620 | $15,053-16.2% | $13,006-3.0% | $13,400-5.8% |