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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 | $21,991 | $166,131-86.8% | $164,975-86.7% | $145,877-84.9% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 14.22% | 100.37%-86.2pp | 70.12%-55.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,564 | $5,276-70.4% | $4,343-64.0% | $4,663-66.5% |
| Participant deferral / active EE | $1,956 | $6,962-71.9% | $6,033-67.6% | $6,691-70.8% |
| Admin fee / account holder | $4,652 | $16,648-72.1% | $12,688-63.3% | $13,402-65.3% |