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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 | $38,522 | $160,028-75.9% | $147,080-73.8% | $145,884-73.6% |
| Participation rate | 43.5% | 84.0%-40.5pp | 82.2%-38.7pp | 80.3%-36.8pp |
| Annual return | 18.56% | 98.60%-80.0pp | 420.17%-401.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,061 | $5,286-79.9% | $4,933-78.5% | $4,662-77.2% |
| Participant deferral / active EE | $1,734 | $8,422-79.4% | $8,066-78.5% | $6,690-74.1% |
| Admin fee / account holder | $1,496 | $15,030-90.0% | $12,989-88.5% | $13,392-88.8% |