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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 | $23,774 | $138,114-82.8% | $125,391-81.0% | $134,545-82.3% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | 1.44% | 750.88%-749.4pp | 572.41%-571.0pp | 418.37%-416.9pp |
| Employer contribution / active EE | $1,092 | $5,246-79.2% | $4,816-77.3% | $4,742-77.0% |
| Participant deferral / active EE | $1,844 | $7,801-76.4% | $7,448-75.2% | $6,401-71.2% |
| Admin fee / account holder | $5,053 | $11,570-56.3% | $10,009-49.5% | $11,431-55.8% |