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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 | $31,186 | $176,105-82.3% | $159,474-80.4% | $167,536-81.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 12.95% | 331.91%-319.0pp | 263.68%-250.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,947 | $5,299-63.3% | $4,831-59.7% | $4,839-59.8% |
| Participant deferral / active EE | $2,169 | $7,751-72.0% | $7,353-70.5% | $6,342-65.8% |
| Admin fee / account holder | $545 | $12,559-95.7% | $10,802-95.0% | $12,315-95.6% |