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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 | $31,248 | $176,120-82.3% | $159,487-80.4% | $167,553-81.4% |
| Participation rate | 56.3% | 85.0%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 19.60% | 331.95%-312.3pp | 263.71%-244.1pp | 478.89%-459.3pp |
| Employer contribution / active EE | $1,658 | $5,299-68.7% | $4,831-65.7% | $4,840-65.7% |
| Participant deferral / active EE | $1,569 | $7,752-79.8% | $7,354-78.7% | $6,343-75.3% |
| Admin fee / account holder | $386 | $12,561-96.9% | $10,804-96.4% | $12,316-96.9% |