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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 | $188,114 | $97,125+93.7% | $86,233+118.1% | $137,256+37.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 50.46% | 74.19%-23.7pp | 61.39%-10.9pp | 220.34%-169.9pp |
| Employer contribution / active EE | $277 | $2,841-90.3% | $2,504-89.0% | $4,156-93.3% |
| Participant deferral / active EE | $277 | $5,180-94.7% | $4,559-93.9% | $6,407-95.7% |
| Admin fee / account holder | $5,469 | $9,725-43.8% | $8,342-34.4% | $12,270-55.4% |