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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 | $24,088 | $183,592-86.9% | $155,574-84.5% | $145,877-83.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.74% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,095 | $5,317-79.4% | $4,676-76.6% | $4,663-76.5% |
| Participant deferral / active EE | $1,720 | $6,466-73.4% | $5,629-69.5% | $6,691-74.3% |
| Admin fee / account holder | $4,477 | $19,316-76.8% | $15,914-71.9% | $13,402-66.6% |