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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 | $131,565 | $176,794-25.6% | $146,647-10.3% | $167,553-21.5% |
| Participation rate | 47.4% | 83.6%-36.3pp | 80.1%-32.7pp | 82.1%-34.7pp |
| Annual return | 16.55% | 24.04%-7.5pp | 22.75%-6.2pp | 478.89%-462.3pp |
| Employer contribution / active EE | $1,376 | $5,161-73.3% | $4,137-66.7% | $4,840-71.6% |
| Participant deferral / active EE | $181 | $6,440-97.2% | $5,506-96.7% | $6,343-97.1% |
| Admin fee / account holder | $2,445 | $13,262-81.6% | $10,281-76.2% | $12,316-80.2% |