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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 | $26,452 | $166,268-84.1% | $165,100-84.0% | $145,897-81.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 15.21% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,278 | $5,284-75.8% | $4,348-70.6% | $4,663-72.6% |
| Participant deferral / active EE | $1,681 | $6,964-75.9% | $6,035-72.1% | $6,689-74.9% |
| Admin fee / account holder | $3,622 | $16,659-78.3% | $12,696-71.5% | $13,390-73.0% |