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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 | $41,906 | $160,040-73.8% | $147,096-71.5% | $145,877-71.3% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 12.54% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,103 | $5,289-41.3% | $4,936-37.1% | $4,663-33.4% |
| Participant deferral / active EE | $2,476 | $8,429-70.6% | $8,071-69.3% | $6,691-63.0% |
| Admin fee / account holder | $13,783 | $15,050-8.4% | $13,005+6.0% | $13,402+2.8% |