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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 | $45,136 | $127,387-64.6% | $115,038-60.8% | $125,389-64.0% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -0.69% | 31.28%-32.0pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,092 | $5,166-78.9% | $4,608-76.3% | $4,866-77.6% |
| Participant deferral / active EE | $1,690 | $6,423-73.7% | $6,026-72.0% | $5,352-68.4% |
| Admin fee / account holder | $8,103 | $9,516-14.8% | $8,175-0.9% | $9,541-15.1% |