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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 | $37,723 | $176,105-78.6% | $159,474-76.3% | $167,536-77.5% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.60% | 331.91%-317.3pp | 263.68%-249.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,426 | $5,299-73.1% | $4,831-70.5% | $4,839-70.5% |
| Participant deferral / active EE | $2,212 | $7,751-71.5% | $7,353-69.9% | $6,342-65.1% |
| Admin fee / account holder | $449 | $12,559-96.4% | $10,802-95.8% | $12,315-96.4% |