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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 | $26,300 | $154,193-82.9% | $130,045-79.8% | $139,466-81.1% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.5%-47.7pp | 80.3%-49.6pp |
| Annual return | 19.83% | 32.51%-12.7pp | -137.30%+157.1pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,232 | $5,292-76.7% | $4,321-71.5% | $4,754-74.1% |
| Participant deferral / active EE | $1,438 | $6,709-78.6% | $5,820-75.3% | $6,712-78.6% |
| Admin fee / account holder | $1,813 | $13,989-87.0% | $10,600-82.9% | $11,409-84.1% |