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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 | $29,364 | $160,040-81.7% | $147,096-80.0% | $145,877-79.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.59% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,399 | $5,289-73.5% | $4,936-71.6% | $4,663-70.0% |
| Participant deferral / active EE | $1,670 | $8,429-80.2% | $8,071-79.3% | $6,691-75.0% |
| Admin fee / account holder | $6,384 | $15,050-57.6% | $13,005-50.9% | $13,402-52.4% |