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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 | $35,689 | $157,276-77.3% | $141,177-74.7% | $152,885-76.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 16.12% | 64.33%-48.2pp | 71.40%-55.3pp | 345.39%-329.3pp |
| Employer contribution / active EE | $1,044 | $5,262-80.2% | $4,736-78.0% | $4,763-78.1% |
| Participant deferral / active EE | $1,738 | $7,110-75.6% | $6,710-74.1% | $5,851-70.3% |
| Admin fee / account holder | $8,878 | $12,123-26.8% | $10,263-13.5% | $11,598-23.5% |