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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 | $143,896 | $160,070-10.1% | $147,117-2.2% | $145,897-1.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 13.31% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,552 | $5,285-70.6% | $4,932-68.5% | $4,663-66.7% |
| Participant deferral / active EE | $2,414 | $8,419-71.3% | $8,065-70.1% | $6,689-63.9% |
| Admin fee / account holder | $10,624 | $15,035-29.3% | $12,993-18.2% | $13,390-20.7% |