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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 | $35,550 | $202,342-82.4% | $172,752-79.4% | $152,897-76.7% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 20.99% | 1029.83%-1008.8pp | 802.97%-782.0pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,536 | $5,858-73.8% | $5,144-70.1% | $4,764-67.8% |
| Participant deferral / active EE | $1,590 | $5,948-73.3% | $5,198-69.4% | $5,851-72.8% |
| Admin fee / account holder | $2,816 | $17,111-83.5% | $13,955-79.8% | $11,599-75.7% |