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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 | $75,834 | $198,461-61.8% | $170,436-55.5% | $147,585-48.6% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 11.47% | 257.30%-245.8pp | 205.94%-194.5pp | 578.57%-567.1pp |
| Employer contribution / active EE | $6,969 | $6,184+12.7% | $5,433+28.3% | $4,876+42.9% |
| Participant deferral / active EE | $1,858 | $5,629-67.0% | $4,939-62.4% | $5,439-65.8% |
| Admin fee / account holder | $3,491 | $16,852-79.3% | $13,880-74.8% | $10,885-67.9% |