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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 | $33,167 | $209,847-84.2% | $189,520-82.5% | $167,518-80.2% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 12.97% | 748.45%-735.5pp | 555.25%-542.3pp | 478.71%-465.7pp |
| Employer contribution / active EE | $1,722 | $6,913-75.1% | $6,161-72.0% | $4,838-64.4% |
| Participant deferral / active EE | $2,781 | $8,934-68.9% | $8,220-66.2% | $6,342-56.2% |
| Admin fee / account holder | $12,454 | $14,295-12.9% | $12,046+3.4% | $12,312+1.1% |