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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 | $47,083 | $176,077-73.3% | $159,455-70.5% | $167,518-71.9% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.43% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $1,186 | $5,298-77.6% | $4,830-75.4% | $4,838-75.5% |
| Participant deferral / active EE | $1,359 | $7,751-82.5% | $7,353-81.5% | $6,342-78.6% |
| Admin fee / account holder | $407 | $12,556-96.8% | $10,800-96.2% | $12,312-96.7% |