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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 | $94,056 | $198,457-52.6% | $170,435-44.8% | $147,586-36.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 14.88% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $3,918 | $6,183-36.6% | $5,432-27.9% | $4,876-19.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,778 | $16,852-59.8% | $13,881-51.2% | $10,886-37.7% |