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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 | $185,820 | $234,190-20.7% | $180,320+3.1% | $198,609-6.4% |
| Participation rate | 40.0% | 77.1%-37.1pp | 71.5%-31.5pp | 82.4%-42.4pp |
| Annual return | 16.99% | 1057.44%-1040.5pp | 778.54%-761.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $661 | $5,258-87.4% | $4,108-83.9% | $5,055-86.9% |
| Participant deferral / active EE | $812 | $4,988-83.7% | $4,304-81.1% | $6,977-88.4% |
| Admin fee / account holder | $4,755 | $12,558-62.1% | $10,000-52.5% | $19,030-75.0% |