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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 | $62,931 | $217,432-71.1% | $185,849-66.1% | $167,536-62.4% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 21.00% | 148.42%-127.4pp | 122.10%-101.1pp | 478.82%-457.8pp |
| Employer contribution / active EE | $1,507 | $5,875-74.3% | $5,169-70.8% | $4,839-68.9% |
| Participant deferral / active EE | $1,507 | $6,357-76.3% | $5,569-72.9% | $6,342-76.2% |
| Admin fee / account holder | $59,225 | $19,818+198.8% | $16,244+264.6% | $12,315+380.9% |