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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 | $66,088 | $160,040-58.7% | $147,096-55.1% | $145,877-54.7% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 31.41% | 98.49%-67.1pp | 419.75%-388.3pp | 551.28%-519.9pp |
| Employer contribution / active EE | $1,589 | $5,289-70.0% | $4,936-67.8% | $4,663-65.9% |
| Participant deferral / active EE | $2,009 | $8,429-76.2% | $8,071-75.1% | $6,691-70.0% |
| Admin fee / account holder | $580 | $15,050-96.1% | $13,005-95.5% | $13,402-95.7% |