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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 | $45,069 | $209,888-78.5% | $189,545-76.2% | $167,553-73.1% |
| Participation rate | 54.5% | 88.7%-34.1pp | 87.8%-33.3pp | 82.1%-27.6pp |
| Annual return | 12.87% | 748.66%-735.8pp | 555.36%-542.5pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,533 | $6,915-77.8% | $6,162-75.1% | $4,840-68.3% |
| Participant deferral / active EE | $2,698 | $8,934-69.8% | $8,220-67.2% | $6,343-57.5% |
| Admin fee / account holder | $3,758 | $14,300-73.7% | $12,049-68.8% | $12,316-69.5% |