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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 | $37,067 | $209,425-82.3% | $178,499-79.2% | $158,966-76.7% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 15.88% | 188.80%-172.9pp | 151.10%-135.2pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,573 | $5,707-72.4% | $5,011-68.6% | $4,762-67.0% |
| Participant deferral / active EE | $1,857 | $5,955-68.8% | $5,202-64.3% | $5,983-69.0% |
| Admin fee / account holder | $21,729 | $17,078+27.2% | $13,986+55.4% | $11,250+93.1% |