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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 | $40,209 | $202,342-80.1% | $172,752-76.7% | $152,897-73.7% |
| Participation rate | 69.6% | 87.1%-17.5pp | 82.6%-13.1pp | 82.5%-12.9pp |
| Annual return | 22.70% | 1029.83%-1007.1pp | 802.97%-780.3pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,020 | $5,858-65.5% | $5,144-60.7% | $4,764-57.6% |
| Participant deferral / active EE | $2,063 | $5,948-65.3% | $5,198-60.3% | $5,851-64.7% |
| Admin fee / account holder | $418 | $17,111-97.6% | $13,955-97.0% | $11,599-96.4% |