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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 | $21,881 | $176,077-87.6% | $159,455-86.3% | $167,518-86.9% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 14.69% | 331.83%-317.1pp | 263.63%-248.9pp | 478.71%-464.0pp |
| Employer contribution / active EE | $1,205 | $5,298-77.3% | $4,830-75.1% | $4,838-75.1% |
| Participant deferral / active EE | $1,845 | $7,751-76.2% | $7,353-74.9% | $6,342-70.9% |
| Admin fee / account holder | $2,814 | $12,556-77.6% | $10,800-73.9% | $12,312-77.1% |