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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 | $160,040-87.1% | $147,096-85.9% | $145,877-85.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.27% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,352 | $5,289-74.4% | $4,936-72.6% | $4,663-71.0% |
| Participant deferral / active EE | $2,481 | $8,429-70.6% | $8,071-69.3% | $6,691-62.9% |
| Admin fee / account holder | $1,038 | $15,050-93.1% | $13,005-92.0% | $13,402-92.3% |