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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 | $95,438 | $209,874-54.5% | $189,537-49.6% | $167,536-43.0% |
| Participation rate | 44.4% | 88.7%-44.2pp | 87.8%-43.4pp | 82.1%-37.7pp |
| Annual return | 10.06% | 748.61%-738.6pp | 555.34%-545.3pp | 478.82%-468.8pp |
| Employer contribution / active EE | $1,581 | $6,913-77.1% | $6,161-74.3% | $4,839-67.3% |
| Participant deferral / active EE | $2,461 | $8,934-72.5% | $8,220-70.1% | $6,342-61.2% |
| Admin fee / account holder | $52,362 | $14,299+266.2% | $12,048+334.6% | $12,315+325.2% |