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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 | $59,583 | $198,462-70.0% | $170,439-65.0% | $147,585-59.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 9.62% | 257.30%-247.7pp | 205.94%-196.3pp | 578.58%-569.0pp |
| Employer contribution / active EE | $1,560 | $6,184-74.8% | $5,433-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $1,783 | $5,629-68.3% | $4,939-63.9% | $5,439-67.2% |
| Admin fee / account holder | $1,125 | $16,852-93.3% | $13,881-91.9% | $10,886-89.7% |