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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 | $38,489 | $160,070-76.0% | $147,117-73.8% | $145,897-73.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 9.95% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,607 | $5,285-69.6% | $4,932-67.4% | $4,663-65.5% |
| Participant deferral / active EE | $1,763 | $8,419-79.1% | $8,065-78.1% | $6,689-73.6% |
| Admin fee / account holder | $847 | $15,035-94.4% | $12,993-93.5% | $13,390-93.7% |