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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 | $75,079 | $160,028-53.1% | $147,080-49.0% | $145,884-48.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.48% | 98.60%-80.1pp | 420.17%-401.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $2,357 | $5,286-55.4% | $4,933-52.2% | $4,662-49.4% |
| Participant deferral / active EE | $1,474 | $8,422-82.5% | $8,066-81.7% | $6,690-78.0% |
| Admin fee / account holder | $2,823 | $15,030-81.2% | $12,989-78.3% | $13,392-78.9% |