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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 | $79,153 | $125,184-36.8% | $105,607-25.0% | $145,884-45.7% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 12.98% | 225.00%-212.0pp | 116.11%-103.1pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,162 | $3,720-68.8% | $3,167-63.3% | $4,662-75.1% |
| Participant deferral / active EE | $1,162 | $5,714-79.7% | $5,011-76.8% | $6,690-82.6% |
| Admin fee / account holder | $1,755 | $17,133-89.8% | $10,958-84.0% | $13,392-86.9% |