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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 | $27,548 | $157,276-82.5% | $141,177-80.5% | $152,885-82.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 29.22% | 64.33%-35.1pp | 71.40%-42.2pp | 345.39%-316.2pp |
| Employer contribution / active EE | $1,472 | $5,262-72.0% | $4,736-68.9% | $4,763-69.1% |
| Participant deferral / active EE | $1,716 | $7,110-75.9% | $6,710-74.4% | $5,851-70.7% |
| Admin fee / account holder | $11,516 | $12,123-5.0% | $10,263+12.2% | $11,598-0.7% |