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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 | $61,609 | $160,070-61.5% | $147,117-58.1% | $145,897-57.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 10.80% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,222 | $5,285-76.9% | $4,932-75.2% | $4,663-73.8% |
| Participant deferral / active EE | $2,168 | $8,419-74.3% | $8,065-73.1% | $6,689-67.6% |
| Admin fee / account holder | $1,254 | $15,035-91.7% | $12,993-90.3% | $13,390-90.6% |