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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 | $106,481 | $175,231-39.2% | $149,696-28.9% | $139,466-23.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.90% | 166.77%-152.9pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,375 | $5,478-74.9% | $4,821-71.5% | $4,754-71.1% |
| Participant deferral / active EE | $1,535 | $6,521-76.5% | $5,682-73.0% | $6,712-77.1% |
| Admin fee / account holder | $692 | $16,155-95.7% | $13,212-94.8% | $11,409-93.9% |