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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 | $30,726 | $173,397-82.3% | $135,987-77.4% | $145,877-78.9% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.4%-46.4pp | 80.3%-50.3pp |
| Annual return | 18.33% | 1166.18%-1147.9pp | 580.01%-561.7pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,035 | $5,281-80.4% | $4,214-75.4% | $4,663-77.8% |
| Participant deferral / active EE | $1,791 | $8,710-79.4% | $7,027-74.5% | $6,691-73.2% |
| Admin fee / account holder | $6,274 | $9,663-35.1% | $6,716-6.6% | $13,402-53.2% |