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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 | $139,470 | $160,028-12.8% | $147,080-5.2% | $145,884-4.4% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 13.73% | 98.60%-84.9pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,581 | $5,286-70.1% | $4,933-68.0% | $4,662-66.1% |
| Participant deferral / active EE | $2,276 | $8,422-73.0% | $8,066-71.8% | $6,690-66.0% |
| Admin fee / account holder | $58,641 | $15,030+290.2% | $12,989+351.5% | $13,392+337.9% |