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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 | $159,934-86.8% | $147,005-85.6% | $145,959-85.5% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.2%-55.8pp | 80.3%-54.0pp |
| Annual return | 14.63% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,525 | $5,287-71.2% | $4,934-69.1% | $4,661-67.3% |
| Participant deferral / active EE | $1,932 | $8,427-77.1% | $8,070-76.1% | $6,689-71.1% |
| Admin fee / account holder | $10,118 | $15,053-32.8% | $13,006-22.2% | $13,398-24.5% |