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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 | $26,001 | $157,304-83.5% | $141,197-81.6% | $152,909-83.0% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 32.35% | 64.34%-32.0pp | 71.41%-39.1pp | 345.46%-313.1pp |
| Employer contribution / active EE | $1,490 | $5,263-71.7% | $4,736-68.5% | $4,764-68.7% |
| Participant deferral / active EE | $2,298 | $7,111-67.7% | $6,710-65.8% | $5,851-60.7% |
| Admin fee / account holder | $333 | $12,126-97.3% | $10,265-96.8% | $11,601-97.1% |