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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 | $120,681 | $160,028-24.6% | $147,080-17.9% | $145,884-17.3% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 15.41% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,547 | $5,286-70.7% | $4,933-68.6% | $4,662-66.8% |
| Participant deferral / active EE | $2,185 | $8,422-74.1% | $8,066-72.9% | $6,690-67.3% |
| Admin fee / account holder | $2,926 | $15,030-80.5% | $12,989-77.5% | $13,392-78.2% |