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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 | $45,389 | $157,276-71.1% | $141,177-67.8% | $152,885-70.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.16% | 64.33%-43.2pp | 71.40%-50.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $1,138 | $5,262-78.4% | $4,736-76.0% | $4,763-76.1% |
| Participant deferral / active EE | $1,779 | $7,110-75.0% | $6,710-73.5% | $5,851-69.6% |
| Admin fee / account holder | $445 | $12,123-96.3% | $10,263-95.7% | $11,598-96.2% |