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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 | $152,317 | $196,972-22.7% | $182,262-16.4% | $198,609-23.3% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 7.22% | 158.27%-151.1pp | 140.60%-133.4pp | 202.70%-195.5pp |
| Employer contribution / active EE | $2,050 | $5,364-61.8% | $5,046-59.4% | $5,055-59.5% |
| Participant deferral / active EE | $2,939 | $8,643-66.0% | $8,276-64.5% | $6,977-57.9% |
| Admin fee / account holder | $13,933 | $18,429-24.4% | $16,712-16.6% | $19,030-26.8% |