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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 | $75,509 | $175,231-56.9% | $149,696-49.6% | $139,466-45.9% |
| Participation rate | 31.3% | 83.4%-52.1pp | 78.8%-47.5pp | 80.3%-49.1pp |
| Annual return | 21.37% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,284 | $5,478-76.6% | $4,821-73.4% | $4,754-73.0% |
| Participant deferral / active EE | $1,479 | $6,521-77.3% | $5,682-74.0% | $6,712-78.0% |
| Admin fee / account holder | $3,009 | $16,155-81.4% | $13,212-77.2% | $11,409-73.6% |