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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 | $95,825 | $160,040-40.1% | $147,096-34.9% | $145,877-34.3% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 11.24% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,096 | $5,289-79.3% | $4,936-77.8% | $4,663-76.5% |
| Participant deferral / active EE | $2,514 | $8,429-70.2% | $8,071-68.8% | $6,691-62.4% |
| Admin fee / account holder | $1,292 | $15,050-91.4% | $13,005-90.1% | $13,402-90.4% |