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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 | $44,291 | $176,105-74.8% | $159,474-72.2% | $167,536-73.6% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 10.64% | 331.91%-321.3pp | 263.68%-253.0pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,185 | $5,299-77.6% | $4,831-75.5% | $4,839-75.5% |
| Participant deferral / active EE | $1,778 | $7,751-77.1% | $7,353-75.8% | $6,342-72.0% |
| Admin fee / account holder | $1,146 | $12,559-90.9% | $10,802-89.4% | $12,315-90.7% |