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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 | $75,828 | $157,296-51.8% | $141,191-46.3% | $152,897-50.4% |
| Participation rate | 31.6% | 84.8%-53.2pp | 82.5%-50.9pp | 82.5%-50.9pp |
| Annual return | 24.92% | 64.34%-39.4pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,040 | $5,262-80.2% | $4,736-78.0% | $4,764-78.2% |
| Participant deferral / active EE | $1,880 | $7,111-73.6% | $6,710-72.0% | $5,851-67.9% |
| Admin fee / account holder | $2,606 | $12,125-78.5% | $10,264-74.6% | $11,599-77.5% |