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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 | $74,330 | $160,040-53.6% | $147,096-49.5% | $145,877-49.0% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 11.47% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,147 | $5,289-78.3% | $4,936-76.8% | $4,663-75.4% |
| Participant deferral / active EE | $1,127 | $8,429-86.6% | $8,071-86.0% | $6,691-83.2% |
| Admin fee / account holder | $553 | $15,050-96.3% | $13,005-95.7% | $13,402-95.9% |