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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 | $88,088 | $202,342-56.5% | $172,752-49.0% | $152,897-42.4% |
| Participation rate | 52.2% | 87.1%-34.9pp | 82.6%-30.5pp | 82.5%-30.3pp |
| Annual return | 21.81% | 1029.83%-1008.0pp | 802.97%-781.2pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,244 | $5,858-78.8% | $5,144-75.8% | $4,764-73.9% |
| Participant deferral / active EE | $1,453 | $5,948-75.6% | $5,198-72.0% | $5,851-75.2% |
| Admin fee / account holder | $24,490 | $17,111+43.1% | $13,955+75.5% | $11,599+111.1% |