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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 | $21,432 | $111,814-80.8% | $103,378-79.3% | $145,978-85.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 12.95% | 24.80%-11.8pp | 24.91%-12.0pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,405 | $4,215-66.7% | $3,870-63.7% | $4,662-69.9% |
| Participant deferral / active EE | $1,405 | $5,618-75.0% | $5,058-72.2% | $6,690-79.0% |
| Admin fee / account holder | $2,838 | $9,764-70.9% | $8,401-66.2% | $13,400-78.8% |