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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 | $96,363 | $183,988-47.6% | $162,177-40.6% | $152,897-37.0% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.6%-26.0pp | 82.5%-20.9pp |
| Annual return | 21.67% | 150.79%-129.1pp | 115.60%-93.9pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,695 | $6,370-73.4% | $5,613-69.8% | $4,764-64.4% |
| Participant deferral / active EE | $2,084 | $8,032-74.1% | $7,297-71.4% | $5,851-64.4% |
| Admin fee / account holder | $6,456 | $13,123-50.8% | $10,843-40.5% | $11,599-44.3% |