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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 | $32,719 | $129,737-74.8% | $119,126-72.5% | $154,746-78.9% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 14.82% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,266 | $4,375-71.1% | $4,034-68.6% | $4,379-71.1% |
| Participant deferral / active EE | $1,406 | $5,842-75.9% | $5,318-73.6% | $6,730-79.1% |
| Admin fee / account holder | $5,564 | $11,961-53.5% | $10,693-48.0% | $14,365-61.3% |