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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 | $90,639 | $176,105-48.5% | $159,474-43.2% | $167,536-45.9% |
| Participation rate | 45.0% | 85.0%-40.0pp | 82.8%-37.8pp | 82.1%-37.1pp |
| Annual return | 10.50% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $1,705 | $5,299-67.8% | $4,831-64.7% | $4,839-64.8% |
| Participant deferral / active EE | $1,245 | $7,751-83.9% | $7,353-83.1% | $6,342-80.4% |
| Admin fee / account holder | $5,560 | $12,559-55.7% | $10,802-48.5% | $12,315-54.8% |