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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 | $58,999 | $160,028-63.1% | $147,080-59.9% | $145,884-59.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 10.96% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,571 | $5,286-70.3% | $4,933-68.2% | $4,662-66.3% |
| Participant deferral / active EE | $2,369 | $8,422-71.9% | $8,066-70.6% | $6,690-64.6% |
| Admin fee / account holder | $32,381 | $15,030+115.4% | $12,989+149.3% | $13,392+141.8% |