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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 | $63,702 | $165,361-61.5% | $149,715-57.5% | $158,950-59.9% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 15.06% | 348.24%-333.2pp | 276.66%-261.6pp | 302.91%-287.9pp |
| Employer contribution / active EE | $1,349 | $5,103-73.6% | $4,645-71.0% | $4,762-71.7% |
| Participant deferral / active EE | $1,620 | $7,182-77.4% | $6,842-76.3% | $5,983-72.9% |
| Admin fee / account holder | $15,838 | $10,808+46.5% | $9,310+70.1% | $11,248+40.8% |