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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 | $37,095 | $159,978-76.8% | $147,041-74.8% | $145,978-74.6% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-59.9pp | 80.3%-58.1pp |
| Annual return | 12.41% | 98.36%-86.0pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,479 | $5,288-72.0% | $4,935-70.0% | $4,662-68.3% |
| Participant deferral / active EE | $1,479 | $8,429-82.4% | $8,071-81.7% | $6,690-77.9% |
| Admin fee / account holder | $4,499 | $15,053-70.1% | $13,006-65.4% | $13,400-66.4% |