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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 | $57,388 | $138,076-58.4% | $123,553-53.6% | $135,380-57.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 9.38% | 153.70%-144.3pp | 119.21%-109.8pp | 519.81%-510.4pp |
| Employer contribution / active EE | $1,055 | $5,152-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $1,338 | $6,800-80.3% | $6,426-79.2% | $5,609-76.1% |
| Admin fee / account holder | $411 | $10,917-96.2% | $9,284-95.6% | $10,828-96.2% |