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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 | $24,980 | $127,386-80.4% | $115,037-78.3% | $125,388-80.1% |
| Participation rate | 42.1% | 84.2%-42.1pp | 81.4%-39.3pp | 83.2%-41.1pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,252 | $5,166-75.8% | $4,608-72.8% | $4,866-74.3% |
| Participant deferral / active EE | $1,904 | $6,423-70.4% | $6,026-68.4% | $5,352-64.4% |
| Admin fee / account holder | $2,181 | $9,516-77.1% | $8,175-73.3% | $9,541-77.1% |