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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 | $45,656 | $157,296-71.0% | $141,191-67.7% | $152,897-70.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 17.60% | 64.34%-46.7pp | 71.41%-53.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $1,653 | $5,262-68.6% | $4,736-65.1% | $4,764-65.3% |
| Participant deferral / active EE | $2,203 | $7,111-69.0% | $6,710-67.2% | $5,851-62.3% |
| Admin fee / account holder | $17,931 | $12,125+47.9% | $10,264+74.7% | $11,599+54.6% |