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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 | $27,197 | $166,242-83.6% | $165,071-83.5% | $145,884-81.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 13.72% | 100.44%-86.7pp | 70.17%-56.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,282 | $5,283-75.7% | $4,347-70.5% | $4,662-72.5% |
| Participant deferral / active EE | $1,955 | $6,964-71.9% | $6,035-67.6% | $6,690-70.8% |
| Admin fee / account holder | $657 | $16,658-96.1% | $12,695-94.8% | $13,392-95.1% |