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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 | $21,118 | $160,070-86.8% | $147,117-85.6% | $145,897-85.5% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.2%-55.9pp | 80.3%-54.0pp |
| Annual return | 14.63% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,525 | $5,285-71.1% | $4,932-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $1,932 | $8,419-77.1% | $8,065-76.0% | $6,689-71.1% |
| Admin fee / account holder | $10,118 | $15,035-32.7% | $12,993-22.1% | $13,390-24.4% |