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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 | $223,780 | $159,934+39.9% | $147,005+52.2% | $145,959+53.3% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 21.08% | 98.24%-77.2pp | 418.76%-397.7pp | 561.95%-540.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,056 | $8,427-87.5% | $8,070-86.9% | $6,689-84.2% |
| Admin fee / account holder | $9,411 | $15,053-37.5% | $13,006-27.6% | $13,398-29.8% |