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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 | $136,485 | $202,345-32.5% | $172,755-21.0% | $152,885-10.7% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 24.66% | 1029.77%-1005.1pp | 802.94%-778.3pp | 345.39%-320.7pp |
| Employer contribution / active EE | $1,675 | $5,858-71.4% | $5,144-67.4% | $4,763-64.8% |
| Participant deferral / active EE | $1,998 | $5,948-66.4% | $5,198-61.6% | $5,851-65.9% |
| Admin fee / account holder | $9,871 | $17,111-42.3% | $13,955-29.3% | $11,598-14.9% |