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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 | $30,049 | $157,304-80.9% | $141,197-78.7% | $152,909-80.3% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 17.00% | 64.34%-47.3pp | 71.41%-54.4pp | 345.46%-328.5pp |
| Employer contribution / active EE | $2,544 | $5,263-51.7% | $4,736-46.3% | $4,764-46.6% |
| Participant deferral / active EE | $2,255 | $7,111-68.3% | $6,710-66.4% | $5,851-61.5% |
| Admin fee / account holder | $2,087 | $12,126-82.8% | $10,265-79.7% | $11,601-82.0% |