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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 | $37,867 | $160,028-76.3% | $147,080-74.3% | $145,884-74.0% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 11.14% | 98.60%-87.5pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,196 | $5,286-77.4% | $4,933-75.8% | $4,662-74.3% |
| Participant deferral / active EE | $2,223 | $8,422-73.6% | $8,066-72.4% | $6,690-66.8% |
| Admin fee / account holder | $18,177 | $15,030+20.9% | $12,989+39.9% | $13,392+35.7% |