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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 | $112,220 | $176,120-36.3% | $159,487-29.6% | $167,553-33.0% |
| Participation rate | 45.5% | 85.0%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 15.64% | 331.95%-316.3pp | 263.71%-248.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,347 | $5,299-74.6% | $4,831-72.1% | $4,840-72.2% |
| Participant deferral / active EE | $1,941 | $7,752-75.0% | $7,354-73.6% | $6,343-69.4% |
| Admin fee / account holder | $641 | $12,561-94.9% | $10,804-94.1% | $12,316-94.8% |