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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 | $47,272 | $176,105-73.2% | $159,474-70.4% | $167,536-71.8% |
| Participation rate | 47.8% | 85.0%-37.1pp | 82.8%-35.0pp | 82.1%-34.3pp |
| Annual return | 33.91% | 331.91%-298.0pp | 263.68%-229.8pp | 478.82%-444.9pp |
| Employer contribution / active EE | $1,555 | $5,299-70.6% | $4,831-67.8% | $4,839-67.9% |
| Participant deferral / active EE | $2,357 | $7,751-69.6% | $7,353-67.9% | $6,342-62.8% |
| Admin fee / account holder | $4,444 | $12,559-64.6% | $10,802-58.9% | $12,315-63.9% |