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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 | $77,220 | $144,130-46.4% | $117,861-34.5% | $147,586-47.7% |
| Participation rate | 65.2% | 83.4%-18.2pp | 79.7%-14.4pp | 82.8%-17.6pp |
| Annual return | 12.62% | 531.20%-518.6pp | 335.11%-322.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,123 | $4,897-77.1% | $3,786-70.3% | $4,876-77.0% |
| Participant deferral / active EE | $1,547 | $5,316-70.9% | $4,482-65.5% | $5,439-71.6% |
| Admin fee / account holder | $1,026 | $10,887-90.6% | $8,021-87.2% | $10,886-90.6% |