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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 | $67,264 | $160,059-58.0% | $140,019-52.0% | $135,380-50.3% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | 10.30% | 911.48%-901.2pp | 651.17%-640.9pp | 519.81%-509.5pp |
| Employer contribution / active EE | $1,832 | $6,420-71.5% | $5,605-67.3% | $4,779-61.7% |
| Participant deferral / active EE | $2,308 | $7,641-69.8% | $6,927-66.7% | $5,609-58.8% |
| Admin fee / account holder | $1,075 | $13,328-91.9% | $10,705-90.0% | $10,828-90.1% |