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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 | $28,867 | $157,304-81.6% | $141,197-79.6% | $152,909-81.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 17.29% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,331 | $5,263-74.7% | $4,736-71.9% | $4,764-72.1% |
| Participant deferral / active EE | $1,829 | $7,111-74.3% | $6,710-72.7% | $5,851-68.7% |
| Admin fee / account holder | $1,144 | $12,126-90.6% | $10,265-88.9% | $11,601-90.1% |