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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 | $165,903 | $160,028+3.7% | $147,080+12.8% | $145,884+13.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.29% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,955 | $5,286-63.0% | $4,933-60.4% | $4,662-58.1% |
| Participant deferral / active EE | $2,375 | $8,422-71.8% | $8,066-70.6% | $6,690-64.5% |
| Admin fee / account holder | $524 | $15,030-96.5% | $12,989-96.0% | $13,392-96.1% |