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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 | $166,131-78.5% | $164,975-78.3% | $145,877-75.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 18.28% | 100.37%-82.1pp | 70.12%-51.8pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,258 | $5,276-76.2% | $4,343-71.0% | $4,663-73.0% |
| Participant deferral / active EE | $1,258 | $6,962-81.9% | $6,033-79.1% | $6,691-81.2% |
| Admin fee / account holder | $623 | $16,648-96.3% | $12,688-95.1% | $13,402-95.4% |