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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 | $37,260 | $217,432-82.9% | $185,849-80.0% | $167,536-77.8% |
| Participation rate | 65.2% | 86.1%-20.8pp | 81.7%-16.5pp | 82.1%-16.9pp |
| Annual return | 12.58% | 148.42%-135.8pp | 122.10%-109.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $4,758 | $5,875-19.0% | $5,169-7.9% | $4,839-1.7% |
| Participant deferral / active EE | $1,850 | $6,357-70.9% | $5,569-66.8% | $6,342-70.8% |
| Admin fee / account holder | $3,886 | $19,818-80.4% | $16,244-76.1% | $12,315-68.4% |