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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 | $68,982 | $129,737-46.8% | $119,126-42.1% | $154,746-55.4% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 10.22% | 379.08%-368.9pp | 282.11%-271.9pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,106 | $4,375-74.7% | $4,034-72.6% | $4,379-74.7% |
| Participant deferral / active EE | $1,780 | $5,842-69.5% | $5,318-66.5% | $6,730-73.6% |
| Admin fee / account holder | $10,448 | $11,961-12.6% | $10,693-2.3% | $14,365-27.3% |