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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 | $125,502 | $202,342-38.0% | $172,752-27.4% | $152,897-17.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.17% | 1029.83%-1004.7pp | 802.97%-777.8pp | 345.43%-320.3pp |
| Employer contribution / active EE | $6,197 | $5,858+5.8% | $5,144+20.5% | $4,764+30.1% |
| Participant deferral / active EE | $1,093 | $5,948-81.6% | $5,198-79.0% | $5,851-81.3% |
| Admin fee / account holder | $1,203 | $17,111-93.0% | $13,955-91.4% | $11,599-89.6% |