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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 | $38,579 | $198,462-80.6% | $170,439-77.4% | $147,585-73.9% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 34.84% | 257.30%-222.5pp | 205.94%-171.1pp | 578.58%-543.7pp |
| Employer contribution / active EE | $1,387 | $6,184-77.6% | $5,433-74.5% | $4,876-71.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,121 | $16,852-39.9% | $13,881-27.1% | $10,886-7.0% |