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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 | $37,789 | $176,105-78.5% | $159,474-76.3% | $167,536-77.4% |
| Participation rate | 36.4% | 85.0%-48.6pp | 82.8%-46.5pp | 82.1%-45.7pp |
| Annual return | 33.45% | 331.91%-298.5pp | 263.68%-230.2pp | 478.82%-445.4pp |
| Employer contribution / active EE | $999 | $5,299-81.1% | $4,831-79.3% | $4,839-79.3% |
| Participant deferral / active EE | $2,237 | $7,751-71.1% | $7,353-69.6% | $6,342-64.7% |
| Admin fee / account holder | $14,829 | $12,559+18.1% | $10,802+37.3% | $12,315+20.4% |