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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 | $117,486 | $99,011+18.7% | $86,582+35.7% | $147,586-20.4% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 16.03% | 1312.75%-1296.7pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $863 | $3,132-72.4% | $2,839-69.6% | $4,876-82.3% |
| Participant deferral / active EE | $220 | $3,972-94.5% | $3,609-93.9% | $5,439-96.0% |
| Admin fee / account holder | $1,010 | $5,709-82.3% | $4,904-79.4% | $10,886-90.7% |