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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 | $57,393 | $157,296-63.5% | $141,191-59.4% | $152,897-62.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 24.73% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,092 | $5,262-79.2% | $4,736-76.9% | $4,764-77.1% |
| Participant deferral / active EE | $1,279 | $7,111-82.0% | $6,710-80.9% | $5,851-78.1% |
| Admin fee / account holder | $3,756 | $12,125-69.0% | $10,264-63.4% | $11,599-67.6% |