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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 | $48,062 | $217,432-77.9% | $185,849-74.1% | $167,536-71.3% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 26.57% | 148.42%-121.8pp | 122.10%-95.5pp | 478.82%-452.2pp |
| Employer contribution / active EE | $1,482 | $5,875-74.8% | $5,169-71.3% | $4,839-69.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,378 | $19,818-93.0% | $16,244-91.5% | $12,315-88.8% |