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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 | $42,966 | $183,592-76.6% | $155,574-72.4% | $145,877-70.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.21% | 61.37%-38.2pp | 64.87%-41.7pp | 551.28%-528.1pp |
| Employer contribution / active EE | $1,098 | $5,317-79.3% | $4,676-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $1,098 | $6,466-83.0% | $5,629-80.5% | $6,691-83.6% |
| Admin fee / account holder | $1,365 | $19,316-92.9% | $15,914-91.4% | $13,402-89.8% |