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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 | $52,720 | $176,105-70.1% | $159,474-66.9% | $167,536-68.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.32% | 331.91%-319.6pp | 263.68%-251.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,650 | $5,299-68.9% | $4,831-65.8% | $4,839-65.9% |
| Participant deferral / active EE | $2,242 | $7,751-71.1% | $7,353-69.5% | $6,342-64.6% |
| Admin fee / account holder | $437 | $12,559-96.5% | $10,802-96.0% | $12,315-96.5% |