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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 | $28,166 | $157,276-82.1% | $141,177-80.0% | $152,885-81.6% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.6pp | 82.5%-23.6pp |
| Annual return | 17.86% | 64.33%-46.5pp | 71.40%-53.5pp | 345.39%-327.5pp |
| Employer contribution / active EE | $2,388 | $5,262-54.6% | $4,736-49.6% | $4,763-49.9% |
| Participant deferral / active EE | $61 | $7,110-99.1% | $6,710-99.1% | $5,851-99.0% |
| Admin fee / account holder | $1,339 | $12,123-89.0% | $10,263-87.0% | $11,598-88.5% |