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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 | $51,527 | $196,972-73.8% | $182,262-71.7% | $198,609-74.1% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 12.92% | 158.27%-145.4pp | 140.60%-127.7pp | 202.70%-189.8pp |
| Employer contribution / active EE | $2,815 | $5,364-47.5% | $5,046-44.2% | $5,055-44.3% |
| Participant deferral / active EE | $2,815 | $8,643-67.4% | $8,276-66.0% | $6,977-59.7% |
| Admin fee / account holder | $2,586 | $18,429-86.0% | $16,712-84.5% | $19,030-86.4% |