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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 | $71,045 | $184,000-61.4% | $162,185-56.2% | $152,909-53.5% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 22.44% | 150.80%-128.4pp | 115.61%-93.2pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,476 | $6,370-76.8% | $5,613-73.7% | $4,764-69.0% |
| Participant deferral / active EE | $1,956 | $8,033-75.6% | $7,297-73.2% | $5,851-66.6% |
| Admin fee / account holder | $14,489 | $13,124+10.4% | $10,844+33.6% | $11,601+24.9% |