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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 | $20,143 | $160,070-87.4% | $147,117-86.3% | $145,897-86.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 18.43% | 98.69%-80.3pp | 420.54%-402.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,960 | $5,285-62.9% | $4,932-60.3% | $4,663-58.0% |
| Participant deferral / active EE | $2,450 | $8,419-70.9% | $8,065-69.6% | $6,689-63.4% |
| Admin fee / account holder | $18,863 | $15,035+25.5% | $12,993+45.2% | $13,390+40.9% |