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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 | $27,177 | $134,817-79.8% | $123,973-78.1% | $155,188-82.5% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 20.00% | 515.49%-495.5pp | 388.13%-368.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,497 | $4,425-66.2% | $4,126-63.7% | $4,248-64.8% |
| Participant deferral / active EE | $1,553 | $5,706-72.8% | $5,247-70.4% | $6,531-76.2% |
| Admin fee / account holder | $5,253 | $13,245-60.3% | $11,799-55.5% | $14,480-63.7% |