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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 | $40,098 | $152,619-73.7% | $125,195-68.0% | $152,909-73.8% |
| Participation rate | 64.3% | 83.3%-19.1pp | 79.8%-15.5pp | 82.5%-18.2pp |
| Annual return | 17.80% | 54.85%-37.0pp | 43.79%-26.0pp | 345.46%-327.7pp |
| Employer contribution / active EE | $1,336 | $4,947-73.0% | $3,866-65.4% | $4,764-71.9% |
| Participant deferral / active EE | $1,701 | $5,869-71.0% | $4,937-65.5% | $5,851-70.9% |
| Admin fee / account holder | $1,035 | $13,437-92.3% | $9,704-89.3% | $11,601-91.1% |