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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 | $63,583 | $148,558-57.2% | $135,925-53.2% | $139,427-54.4% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 13.52% | 79.22%-65.7pp | 68.25%-54.7pp | 373.27%-359.8pp |
| Employer contribution / active EE | $1,597 | $5,244-69.5% | $4,857-67.1% | $4,752-66.4% |
| Participant deferral / active EE | $1,691 | $8,101-79.1% | $7,759-78.2% | $6,711-74.8% |
| Admin fee / account holder | $26,105 | $12,401+110.5% | $10,764+142.5% | $11,404+128.9% |