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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 | $75,905 | $157,296-51.7% | $141,191-46.2% | $152,897-50.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 19.03% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,659 | $5,262-68.5% | $4,736-65.0% | $4,764-65.2% |
| Participant deferral / active EE | $1,854 | $7,111-73.9% | $6,710-72.4% | $5,851-68.3% |
| Admin fee / account holder | $22,339 | $12,125+84.2% | $10,264+117.6% | $11,599+92.6% |