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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 | $142,977 | $202,342-29.3% | $172,752-17.2% | $152,897-6.5% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 19.00% | 1029.83%-1010.8pp | 802.97%-784.0pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,424 | $5,858-75.7% | $5,144-72.3% | $4,764-70.1% |
| Participant deferral / active EE | $2,019 | $5,948-66.1% | $5,198-61.2% | $5,851-65.5% |
| Admin fee / account holder | $1,545 | $17,111-91.0% | $13,955-88.9% | $11,599-86.7% |