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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 | $120,525 | $134,817-10.6% | $123,973-2.8% | $155,188-22.3% |
| Participation rate | 36.8% | 79.4%-42.6pp | 76.7%-39.8pp | 80.8%-44.0pp |
| Annual return | 14.40% | 515.49%-501.1pp | 388.13%-373.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,292 | $4,425-70.8% | $4,126-68.7% | $4,248-69.6% |
| Participant deferral / active EE | $1,428 | $5,706-75.0% | $5,247-72.8% | $6,531-78.1% |
| Admin fee / account holder | $5,005 | $13,245-62.2% | $11,799-57.6% | $14,480-65.4% |