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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 | $39,811 | $160,040-75.1% | $147,096-72.9% | $145,877-72.7% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.2%-46.5pp | 80.3%-44.6pp |
| Annual return | 11.99% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,262 | $5,289-76.1% | $4,936-74.4% | $4,663-72.9% |
| Participant deferral / active EE | $1,850 | $8,429-78.1% | $8,071-77.1% | $6,691-72.3% |
| Admin fee / account holder | $8,412 | $15,050-44.1% | $13,005-35.3% | $13,402-37.2% |