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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 | $53,508 | $160,040-66.6% | $147,096-63.6% | $145,877-63.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.84% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,000 | $5,289-62.2% | $4,936-59.5% | $4,663-57.1% |
| Participant deferral / active EE | $2,000 | $8,429-76.3% | $8,071-75.2% | $6,691-70.1% |
| Admin fee / account holder | $373 | $15,050-97.5% | $13,005-97.1% | $13,402-97.2% |