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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 | $84,737 | $183,988-53.9% | $162,177-47.8% | $152,897-44.6% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.5%-38.0pp |
| Annual return | 21.37% | 150.79%-129.4pp | 115.60%-94.2pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,508 | $6,370-76.3% | $5,613-73.1% | $4,764-68.3% |
| Participant deferral / active EE | $1,650 | $8,032-79.5% | $7,297-77.4% | $5,851-71.8% |
| Admin fee / account holder | $10,135 | $13,123-22.8% | $10,843-6.5% | $11,599-12.6% |