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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 | $25,326 | $157,296-83.9% | $141,191-82.1% | $152,897-83.4% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 18.31% | 64.34%-46.0pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $3,398 | $5,262-35.4% | $4,736-28.2% | $4,764-28.7% |
| Participant deferral / active EE | $1,176 | $7,111-83.5% | $6,710-82.5% | $5,851-79.9% |
| Admin fee / account holder | $402 | $12,125-96.7% | $10,264-96.1% | $11,599-96.5% |