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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 | $40,532 | $157,304-74.2% | $141,197-71.3% | $152,909-73.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.41% | 64.34%-39.9pp | 71.41%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,434 | $5,263-72.8% | $4,736-69.7% | $4,764-69.9% |
| Participant deferral / active EE | $1,667 | $7,111-76.6% | $6,710-75.2% | $5,851-71.5% |
| Admin fee / account holder | $558 | $12,126-95.4% | $10,265-94.6% | $11,601-95.2% |