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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 | $29,919 | $227,597-86.9% | $189,575-84.2% | $167,536-82.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 13.64% | 78.44%-64.8pp | 64.19%-50.6pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,247 | $5,316-76.5% | $4,412-71.7% | $4,839-74.2% |
| Participant deferral / active EE | $1,337 | $7,002-80.9% | $6,174-78.3% | $6,342-78.9% |
| Admin fee / account holder | $5,559 | $11,877-53.2% | $9,806-43.3% | $12,315-54.9% |