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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 | $57,828 | $209,425-72.4% | $178,499-67.6% | $158,966-63.6% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 16.11% | 188.80%-172.7pp | 151.10%-135.0pp | 302.95%-286.8pp |
| Employer contribution / active EE | $1,207 | $5,707-78.8% | $5,011-75.9% | $4,762-74.6% |
| Participant deferral / active EE | $1,352 | $5,955-77.3% | $5,202-74.0% | $5,983-77.4% |
| Admin fee / account holder | $1,328 | $17,078-92.2% | $13,986-90.5% | $11,250-88.2% |