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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 | $41,980 | $105,158-60.1% | $94,672-55.7% | $139,487-69.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 14.11% | 38.11%-24.0pp | 156.89%-142.8pp | 373.84%-359.7pp |
| Employer contribution / active EE | $3,429 | $4,107-16.5% | $3,673-6.7% | $4,755-27.9% |
| Participant deferral / active EE | $1,027 | $7,599-86.5% | $7,417-86.2% | $6,713-84.7% |
| Admin fee / account holder | $15,470 | $8,972+72.4% | $7,222+114.2% | $11,407+35.6% |