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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 | $34,094 | $129,737-73.7% | $119,126-71.4% | $154,746-78.0% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 11.24% | 379.08%-367.8pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,267 | $4,375-71.0% | $4,034-68.6% | $4,379-71.1% |
| Participant deferral / active EE | $1,720 | $5,842-70.6% | $5,318-67.7% | $6,730-74.4% |
| Admin fee / account holder | $12,919 | $11,961+8.0% | $10,693+20.8% | $14,365-10.1% |