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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 | $65,877 | $176,786-62.7% | $146,643-55.1% | $167,536-60.7% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 15.68% | 24.04%-8.4pp | 22.75%-7.1pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,280 | $5,161-75.2% | $4,137-69.0% | $4,839-73.5% |
| Participant deferral / active EE | $1,570 | $6,440-75.6% | $5,506-71.5% | $6,342-75.2% |
| Admin fee / account holder | $27,047 | $13,262+104.0% | $10,280+163.1% | $12,315+119.6% |