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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 | $71,828 | $166,242-56.8% | $165,071-56.5% | $145,884-50.8% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.6%-19.5pp | 80.3%-21.2pp |
| Annual return | 12.96% | 100.44%-87.5pp | 70.17%-57.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,176 | $5,283-77.7% | $4,347-72.9% | $4,662-74.8% |
| Participant deferral / active EE | $2,012 | $6,964-71.1% | $6,035-66.7% | $6,690-69.9% |
| Admin fee / account holder | $10,611 | $16,658-36.3% | $12,695-16.4% | $13,392-20.8% |