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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 | $31,926 | $217,432-85.3% | $185,849-82.8% | $167,536-80.9% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 10.83% | 148.42%-137.6pp | 122.10%-111.3pp | 478.82%-468.0pp |
| Employer contribution / active EE | $5,964 | $5,875+1.5% | $5,169+15.4% | $4,839+23.2% |
| Participant deferral / active EE | $1,048 | $6,357-83.5% | $5,569-81.2% | $6,342-83.5% |
| Admin fee / account holder | $3,144 | $19,818-84.1% | $16,244-80.6% | $12,315-74.5% |