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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 | $113,020 | $157,304-28.2% | $141,197-20.0% | $152,909-26.1% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.5%-44.0pp |
| Annual return | 23.03% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,815 | $5,263-65.5% | $4,736-61.7% | $4,764-61.9% |
| Participant deferral / active EE | $2,187 | $7,111-69.2% | $6,710-67.4% | $5,851-62.6% |
| Admin fee / account holder | $4,205 | $12,126-65.3% | $10,265-59.0% | $11,601-63.8% |