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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 | $40,280 | $176,105-77.1% | $159,474-74.7% | $167,536-76.0% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 13.71% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,280 | $5,299-75.8% | $4,831-73.5% | $4,839-73.5% |
| Participant deferral / active EE | $2,500 | $7,751-67.7% | $7,353-66.0% | $6,342-60.6% |
| Admin fee / account holder | $963 | $12,559-92.3% | $10,802-91.1% | $12,315-92.2% |