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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 | $244,239 | $183,988+32.7% | $162,177+50.6% | $152,897+59.7% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 22.01% | 150.79%-128.8pp | 115.60%-93.6pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,395 | $6,370-78.1% | $5,613-75.2% | $4,764-70.7% |
| Participant deferral / active EE | $2,569 | $8,032-68.0% | $7,297-64.8% | $5,851-56.1% |
| Admin fee / account holder | $9,209 | $13,123-29.8% | $10,843-15.1% | $11,599-20.6% |