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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 | $80,594 | $129,737-37.9% | $119,126-32.3% | $154,746-47.9% |
| Participation rate | 30.0% | 78.9%-48.9pp | 75.8%-45.8pp | 80.7%-50.7pp |
| Annual return | 16.49% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,388 | $4,375-68.3% | $4,034-65.6% | $4,379-68.3% |
| Participant deferral / active EE | $1,452 | $5,842-75.1% | $5,318-72.7% | $6,730-78.4% |
| Admin fee / account holder | $34,161 | $11,961+185.6% | $10,693+219.5% | $14,365+137.8% |