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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 | $98,310 | $208,088-52.8% | $186,193-47.2% | $154,746-36.5% |
| Participation rate | 23.1% | 80.0%-56.9pp | 77.1%-54.0pp | 80.7%-57.6pp |
| Annual return | 17.46% | 89.97%-72.5pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $450 | $4,340-89.6% | $3,918-88.5% | $4,379-89.7% |
| Participant deferral / active EE | $973 | $7,078-86.3% | $6,513-85.1% | $6,730-85.5% |
| Admin fee / account holder | $574 | $11,698-95.1% | $11,058-94.8% | $14,365-96.0% |