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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 | $46,237 | $180,749-74.4% | $160,784-71.2% | $137,256-66.3% |
| Participation rate | 22.7% | 80.0%-57.2pp | 77.0%-54.2pp | 80.0%-57.2pp |
| Annual return | 22.73% | 2234.46%-2211.7pp | 1803.92%-1781.2pp | 220.34%-197.6pp |
| Employer contribution / active EE | $498 | $4,155-88.0% | $3,733-86.7% | $4,156-88.0% |
| Participant deferral / active EE | $943 | $6,844-86.2% | $6,293-85.0% | $6,407-85.3% |
| Admin fee / account holder | $4,931 | $10,397-52.6% | $9,717-49.3% | $12,270-59.8% |