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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 | $57,621 | $209,425-72.5% | $178,499-67.7% | $158,966-63.8% |
| Participation rate | 26.7% | 86.4%-59.7pp | 81.9%-55.3pp | 82.0%-55.3pp |
| Annual return | 11.22% | 188.80%-177.6pp | 151.10%-139.9pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,372 | $5,707-76.0% | $5,011-72.6% | $4,762-71.2% |
| Participant deferral / active EE | $1,486 | $5,955-75.0% | $5,202-71.4% | $5,983-75.2% |
| Admin fee / account holder | $3,779 | $17,078-77.9% | $13,986-73.0% | $11,250-66.4% |