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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 | $26,019 | $162,136-84.0% | $152,301-82.9% | $154,746-83.2% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 199.49% | 91.02%+108.5pp | 80.50%+119.0pp | 172.34%+27.2pp |
| Employer contribution / active EE | $1,411 | $4,890-71.2% | $4,624-69.5% | $4,379-67.8% |
| Participant deferral / active EE | $2,184 | $8,341-73.8% | $8,004-72.7% | $6,730-67.5% |
| Admin fee / account holder | $2,277 | $15,759-85.6% | $14,398-84.2% | $14,365-84.2% |