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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 | $76,439 | $160,070-52.2% | $147,117-48.0% | $145,897-47.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.19% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,562 | $5,285-70.4% | $4,932-68.3% | $4,663-66.5% |
| Participant deferral / active EE | $2,378 | $8,419-71.8% | $8,065-70.5% | $6,689-64.5% |
| Admin fee / account holder | $2,515 | $15,035-83.3% | $12,993-80.6% | $13,390-81.2% |