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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 | $54,359 | $166,242-67.3% | $165,071-67.1% | $145,884-62.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 17.29% | 100.44%-83.2pp | 70.17%-52.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,275 | $5,283-75.9% | $4,347-70.7% | $4,662-72.7% |
| Participant deferral / active EE | $1,587 | $6,964-77.2% | $6,035-73.7% | $6,690-76.3% |
| Admin fee / account holder | $10,803 | $16,658-35.1% | $12,695-14.9% | $13,392-19.3% |