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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 | $32,047 | $166,131-80.7% | $164,975-80.6% | $145,877-78.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.10% | 100.37%-91.3pp | 70.12%-61.0pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,576 | $5,276-70.1% | $4,343-63.7% | $4,663-66.2% |
| Participant deferral / active EE | $1,771 | $6,962-74.6% | $6,033-70.6% | $6,691-73.5% |
| Admin fee / account holder | $6,290 | $16,648-62.2% | $12,688-50.4% | $13,402-53.1% |