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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 | $26,221 | $105,200-75.1% | $159,474-83.6% | $85,847-69.5% |
| Participation rate | 44.9% | 75.8%-30.9pp | 82.8%-38.0pp | 69.3%-24.4pp |
| Annual return | 24.11% | 45.08%-21.0pp | 263.68%-239.6pp | 318.61%-294.5pp |
| Employer contribution / active EE | $2,507 | $3,319-24.5% | $4,831-48.1% | $2,565-2.3% |
| Participant deferral / active EE | $1,279 | $5,946-78.5% | $7,353-82.6% | $3,952-67.6% |
| Admin fee / account holder | $6,130 | $6,934-11.6% | $10,802-43.3% | $6,261-2.1% |