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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 | $160,040+39.8% | $147,096+52.1% | $145,877+53.4% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 21.08% | 98.49%-77.4pp | 419.75%-398.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,056 | $8,429-87.5% | $8,071-86.9% | $6,691-84.2% |
| Admin fee / account holder | $9,411 | $15,050-37.5% | $13,005-27.6% | $13,402-29.8% |