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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 | $72,673 | $175,231-58.5% | $149,696-51.5% | $139,466-47.9% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 16.48% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,228 | $5,478-77.6% | $4,821-74.5% | $4,754-74.2% |
| Participant deferral / active EE | $1,773 | $6,521-72.8% | $5,682-68.8% | $6,712-73.6% |
| Admin fee / account holder | $12,340 | $16,155-23.6% | $13,212-6.6% | $11,409+8.2% |