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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 | $64,905 | $171,492-62.2% | $150,734-56.9% | $198,609-67.3% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 15.55% | 804.70%-789.1pp | 600.81%-585.3pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,702 | $5,470-68.9% | $4,918-65.4% | $5,055-66.3% |
| Participant deferral / active EE | $2,372 | $6,259-62.1% | $5,610-57.7% | $6,977-66.0% |
| Admin fee / account holder | $996 | $17,628-94.4% | $14,905-93.3% | $19,030-94.8% |