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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 | $49,975 | $129,737-61.5% | $119,126-58.0% | $154,746-67.7% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 17.13% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,013 | $4,375-76.8% | $4,034-74.9% | $4,379-76.9% |
| Participant deferral / active EE | $1,266 | $5,842-78.3% | $5,318-76.2% | $6,730-81.2% |
| Admin fee / account holder | $19,310 | $11,961+61.4% | $10,693+80.6% | $14,365+34.4% |