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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 | $28,040 | $160,028-82.5% | $147,080-80.9% | $145,884-80.8% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 10.05% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,163 | $5,286-78.0% | $4,933-76.4% | $4,662-75.0% |
| Participant deferral / active EE | $1,445 | $8,422-82.8% | $8,066-82.1% | $6,690-78.4% |
| Admin fee / account holder | $586 | $15,030-96.1% | $12,989-95.5% | $13,392-95.6% |