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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 | $14,403 | $108,942-86.8% | $100,415-85.7% | $145,897-90.1% |
| Participation rate | 45.5% | 83.0%-37.5pp | 81.5%-36.1pp | 80.3%-34.9pp |
| Annual return | 13.16% | 58.27%-45.1pp | 49.47%-36.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $558 | $4,422-87.4% | $3,943-85.9% | $4,663-88.0% |
| Participant deferral / active EE | $1,324 | $8,461-84.4% | $8,091-83.6% | $6,689-80.2% |
| Admin fee / account holder | $3,681 | $9,702-62.1% | $7,906-53.4% | $13,390-72.5% |