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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 | $127,371 | $159,934-20.4% | $147,005-13.4% | $145,959-12.7% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 11.36% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,206 | $5,287-77.2% | $4,934-75.6% | $4,661-74.1% |
| Participant deferral / active EE | $1,618 | $8,427-80.8% | $8,070-79.9% | $6,689-75.8% |
| Admin fee / account holder | $8,273 | $15,053-45.0% | $13,006-36.4% | $13,398-38.3% |