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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 | $90,941 | $134,817-32.5% | $123,973-26.6% | $155,188-41.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 10.19% | 515.49%-505.3pp | 388.13%-377.9pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,369 | $4,425-69.1% | $4,126-66.8% | $4,248-67.8% |
| Participant deferral / active EE | $1,729 | $5,706-69.7% | $5,247-67.0% | $6,531-73.5% |
| Admin fee / account holder | $6,840 | $13,245-48.4% | $11,799-42.0% | $14,480-52.8% |