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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 | $32,326 | $127,386-74.6% | $115,037-71.9% | $125,393-74.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.57% | 31.28%-32.9pp | 26.14%-27.7pp | 282.23%-283.8pp |
| Employer contribution / active EE | $3,617 | $5,166-30.0% | $4,608-21.5% | $4,866-25.7% |
| Participant deferral / active EE | $750 | $6,423-88.3% | $6,026-87.6% | $5,351-86.0% |
| Admin fee / account holder | $6,133 | $9,516-35.5% | $8,175-25.0% | $9,541-35.7% |