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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 | $90,373 | $159,978-43.5% | $147,041-38.5% | $145,978-38.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.88% | 98.36%-81.5pp | 419.21%-402.3pp | 550.52%-533.6pp |
| Employer contribution / active EE | $1,035 | $5,288-80.4% | $4,935-79.0% | $4,662-77.8% |
| Participant deferral / active EE | $1,236 | $8,429-85.3% | $8,071-84.7% | $6,690-81.5% |
| Admin fee / account holder | $829 | $15,053-94.5% | $13,006-93.6% | $13,400-93.8% |