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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 | $56,825 | $176,120-67.7% | $159,487-64.4% | $167,553-66.1% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 22.05% | 331.95%-309.9pp | 263.71%-241.7pp | 478.89%-456.8pp |
| Employer contribution / active EE | $1,122 | $5,299-78.8% | $4,831-76.8% | $4,840-76.8% |
| Participant deferral / active EE | $1,122 | $7,752-85.5% | $7,354-84.7% | $6,343-82.3% |
| Admin fee / account holder | $761 | $12,561-93.9% | $10,804-93.0% | $12,316-93.8% |