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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 | $41,263 | $157,296-73.8% | $141,191-70.8% | $152,897-73.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 17.77% | 64.34%-46.6pp | 71.41%-53.6pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,000 | $5,262-81.0% | $4,736-78.9% | $4,764-79.0% |
| Participant deferral / active EE | $1,000 | $7,111-85.9% | $6,710-85.1% | $5,851-82.9% |
| Admin fee / account holder | $2,731 | $12,125-77.5% | $10,264-73.4% | $11,599-76.5% |