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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 | $56,304 | $142,354-60.4% | $125,529-55.1% | $155,188-63.7% |
| Participation rate | 33.3% | 78.1%-44.7pp | 74.7%-41.4pp | 80.8%-47.5pp |
| Annual return | 16.24% | 306.06%-289.8pp | 202.56%-186.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $692 | $3,501-80.2% | $3,058-77.4% | $4,248-83.7% |
| Participant deferral / active EE | $1,431 | $5,491-73.9% | $4,813-70.3% | $6,531-78.1% |
| Admin fee / account holder | $6,513 | $19,392-66.4% | $16,298-60.0% | $14,480-55.0% |