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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 | $101,232 | $129,737-22.0% | $119,126-15.0% | $154,746-34.6% |
| Participation rate | 21.1% | 78.9%-57.8pp | 75.8%-54.7pp | 80.7%-59.6pp |
| Annual return | 14.58% | 379.08%-364.5pp | 282.11%-267.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,186 | $4,375-72.9% | $4,034-70.6% | $4,379-72.9% |
| Participant deferral / active EE | $1,186 | $5,842-79.7% | $5,318-77.7% | $6,730-82.4% |
| Admin fee / account holder | $4,035 | $11,961-66.3% | $10,693-62.3% | $14,365-71.9% |