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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 | $97,271 | $160,040-39.2% | $147,096-33.9% | $145,877-33.3% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 12.06% | 98.49%-86.4pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,781 | $5,289-66.3% | $4,936-63.9% | $4,663-61.8% |
| Participant deferral / active EE | $2,187 | $8,429-74.1% | $8,071-72.9% | $6,691-67.3% |
| Admin fee / account holder | $1,856 | $15,050-87.7% | $13,005-85.7% | $13,402-86.1% |