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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 | $60,776 | $202,342-70.0% | $172,753-64.8% | $152,909-60.3% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 22.61% | 1029.88%-1007.3pp | 803.00%-780.4pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,259 | $5,857-78.5% | $5,144-75.5% | $4,764-73.6% |
| Participant deferral / active EE | $1,625 | $5,948-72.7% | $5,198-68.7% | $5,851-72.2% |
| Admin fee / account holder | $554 | $17,112-96.8% | $13,956-96.0% | $11,601-95.2% |