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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 | $74,767 | $209,847-64.4% | $189,520-60.5% | $167,518-55.4% |
| Participation rate | 69.2% | 88.7%-19.4pp | 87.8%-18.6pp | 82.1%-12.9pp |
| Annual return | 10.57% | 748.45%-737.9pp | 555.25%-544.7pp | 478.71%-468.1pp |
| Employer contribution / active EE | $2,032 | $6,913-70.6% | $6,161-67.0% | $4,838-58.0% |
| Participant deferral / active EE | $2,833 | $8,934-68.3% | $8,220-65.5% | $6,342-55.3% |
| Admin fee / account holder | $2,836 | $14,295-80.2% | $12,046-76.5% | $12,312-77.0% |