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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 | $160,040-86.8% | $147,096-85.6% | $145,877-85.5% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.2%-55.9pp | 80.3%-54.0pp |
| Annual return | 14.63% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,525 | $5,289-71.2% | $4,936-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $1,932 | $8,429-77.1% | $8,071-76.1% | $6,691-71.1% |
| Admin fee / account holder | $10,118 | $15,050-32.8% | $13,005-22.2% | $13,402-24.5% |