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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 | $140,958 | $165,381-14.8% | $149,730-5.9% | $158,966-11.3% |
| Participation rate | 11.1% | 84.6%-73.5pp | 82.5%-71.4pp | 82.0%-70.9pp |
| Annual return | 41.41% | 348.29%-306.9pp | 276.70%-235.3pp | 302.95%-261.5pp |
| Employer contribution / active EE | $1,064 | $5,104-79.2% | $4,645-77.1% | $4,762-77.7% |
| Participant deferral / active EE | $1,967 | $7,182-72.6% | $6,843-71.3% | $5,983-67.1% |
| Admin fee / account holder | $501 | $10,809-95.4% | $9,310-94.6% | $11,250-95.5% |