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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 | $38,120 | $160,070-76.2% | $147,117-74.1% | $145,897-73.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.84% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,734 | $5,285-67.2% | $4,932-64.8% | $4,663-62.8% |
| Participant deferral / active EE | $1,953 | $8,419-76.8% | $8,065-75.8% | $6,689-70.8% |
| Admin fee / account holder | $17,015 | $15,035+13.2% | $12,993+31.0% | $13,390+27.1% |