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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 | $34,060 | $157,296-78.3% | $141,191-75.9% | $152,897-77.7% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.5%-43.6pp |
| Annual return | 24.44% | 64.34%-39.9pp | 71.41%-47.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,155 | $5,262-78.0% | $4,736-75.6% | $4,764-75.7% |
| Participant deferral / active EE | $1,971 | $7,111-72.3% | $6,710-70.6% | $5,851-66.3% |
| Admin fee / account holder | $1,864 | $12,125-84.6% | $10,264-81.8% | $11,599-83.9% |