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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 | $23,948 | $97,750-75.5% | $103,464-76.9% | $145,959-83.6% |
| Participation rate | 41.2% | 81.1%-39.9pp | 80.5%-39.3pp | 80.3%-39.1pp |
| Annual return | 15.03% | 25.43%-10.4pp | 23.91%-8.9pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,290 | $4,685-72.5% | $4,677-72.4% | $4,661-72.3% |
| Participant deferral / active EE | $1,653 | $6,603-75.0% | $6,624-75.0% | $6,689-75.3% |
| Admin fee / account holder | $8,241 | $12,515-34.1% | $9,410-12.4% | $13,398-38.5% |