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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 | $35,750 | $166,268-78.5% | $165,100-78.3% | $145,897-75.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 18.28% | 100.52%-82.2pp | 70.21%-51.9pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,258 | $5,284-76.2% | $4,348-71.1% | $4,663-73.0% |
| Participant deferral / active EE | $1,258 | $6,964-81.9% | $6,035-79.2% | $6,689-81.2% |
| Admin fee / account holder | $623 | $16,659-96.3% | $12,696-95.1% | $13,390-95.3% |