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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 | $136,352 | $138,102-1.3% | $125,381+8.7% | $134,532+1.4% |
| Participation rate | 4.5% | 84.5%-80.0pp | 82.4%-77.8pp | 81.2%-76.7pp |
| Annual return | 34.65% | 750.73%-716.1pp | 572.31%-537.7pp | 418.27%-383.6pp |
| Employer contribution / active EE | $1,174 | $5,245-77.6% | $4,815-75.6% | $4,741-75.2% |
| Participant deferral / active EE | $2,183 | $7,801-72.0% | $7,448-70.7% | $6,401-65.9% |
| Admin fee / account holder | $7,281 | $11,568-37.1% | $10,007-27.2% | $11,429-36.3% |