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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 | $33,174 | $160,028-79.3% | $147,080-77.4% | $145,884-77.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.06% | 98.60%-76.5pp | 420.17%-398.1pp | 551.85%-529.8pp |
| Employer contribution / active EE | $1,728 | $5,286-67.3% | $4,933-65.0% | $4,662-62.9% |
| Participant deferral / active EE | $2,160 | $8,422-74.4% | $8,066-73.2% | $6,690-67.7% |
| Admin fee / account holder | $3,445 | $15,030-77.1% | $12,989-73.5% | $13,392-74.3% |