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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 | $20,722 | $160,070-87.1% | $147,117-85.9% | $145,897-85.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.27% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,352 | $5,285-74.4% | $4,932-72.6% | $4,663-71.0% |
| Participant deferral / active EE | $2,481 | $8,419-70.5% | $8,065-69.2% | $6,689-62.9% |
| Admin fee / account holder | $1,038 | $15,035-93.1% | $12,993-92.0% | $13,390-92.2% |