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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 | $50,045 | $157,296-68.2% | $141,191-64.6% | $152,897-67.3% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 17.44% | 64.34%-46.9pp | 71.41%-54.0pp | 345.43%-328.0pp |
| Employer contribution / active EE | $1,034 | $5,262-80.4% | $4,736-78.2% | $4,764-78.3% |
| Participant deferral / active EE | $1,716 | $7,111-75.9% | $6,710-74.4% | $5,851-70.7% |
| Admin fee / account holder | $6,390 | $12,125-47.3% | $10,264-37.7% | $11,599-44.9% |