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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 | $139,441 | $176,105-20.8% | $159,474-12.6% | $167,536-16.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.08% | 331.91%-319.8pp | 263.68%-251.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $1,933 | $5,299-63.5% | $4,831-60.0% | $4,839-60.1% |
| Participant deferral / active EE | $2,240 | $7,751-71.1% | $7,353-69.5% | $6,342-64.7% |
| Admin fee / account holder | $1,119 | $12,559-91.1% | $10,802-89.6% | $12,315-90.9% |