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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 | $23,049 | $157,296-85.3% | $141,191-83.7% | $152,897-84.9% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 22.87% | 64.34%-41.5pp | 71.41%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,121 | $5,262-78.7% | $4,736-76.3% | $4,764-76.5% |
| Participant deferral / active EE | $1,624 | $7,111-77.2% | $6,710-75.8% | $5,851-72.2% |
| Admin fee / account holder | $1,091 | $12,125-91.0% | $10,264-89.4% | $11,599-90.6% |