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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 | $134,817-24.9% | $123,973-18.3% | $155,188-34.8% |
| Participation rate | 21.1% | 79.4%-58.3pp | 76.7%-55.6pp | 80.8%-59.8pp |
| Annual return | 14.58% | 515.49%-500.9pp | 388.13%-373.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,186 | $4,425-73.2% | $4,126-71.2% | $4,248-72.1% |
| Participant deferral / active EE | $1,186 | $5,706-79.2% | $5,247-77.4% | $6,531-81.8% |
| Admin fee / account holder | $4,035 | $13,245-69.5% | $11,799-65.8% | $14,480-72.1% |