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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 | $62,558 | $160,028-60.9% | $147,080-57.5% | $145,884-57.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.41% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,466 | $5,286-72.3% | $4,933-70.3% | $4,662-68.6% |
| Participant deferral / active EE | $2,394 | $8,422-71.6% | $8,066-70.3% | $6,690-64.2% |
| Admin fee / account holder | $1,038 | $15,030-93.1% | $12,989-92.0% | $13,392-92.3% |