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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 | $26,659 | $157,829-83.1% | $136,867-80.5% | $198,609-86.6% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 15.79% | 51.25%-35.5pp | 42.97%-27.2pp | 202.70%-186.9pp |
| Employer contribution / active EE | $873 | $3,923-77.8% | $3,547-75.4% | $5,055-82.7% |
| Participant deferral / active EE | $1,374 | $5,463-74.8% | $4,924-72.1% | $6,977-80.3% |
| Admin fee / account holder | $18,057 | $11,107+62.6% | $10,340+74.6% | $19,030-5.1% |