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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 | $166,131-83.6% | $164,975-83.5% | $145,877-81.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 13.72% | 100.37%-86.6pp | 70.12%-56.4pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,282 | $5,276-75.7% | $4,343-70.5% | $4,663-72.5% |
| Participant deferral / active EE | $1,955 | $6,962-71.9% | $6,033-67.6% | $6,691-70.8% |
| Admin fee / account holder | $657 | $16,648-96.1% | $12,688-94.8% | $13,402-95.1% |