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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 | $35,607 | $157,296-77.4% | $141,191-74.8% | $152,897-76.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 16.10% | 64.34%-48.2pp | 71.41%-55.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $1,090 | $5,262-79.3% | $4,736-77.0% | $4,764-77.1% |
| Participant deferral / active EE | $1,496 | $7,111-79.0% | $6,710-77.7% | $5,851-74.4% |
| Admin fee / account holder | $9,459 | $12,125-22.0% | $10,264-7.8% | $11,599-18.4% |