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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 | $16,933 | $148,629-88.6% | $135,982-87.5% | $139,487-87.9% |
| Participation rate | 35.7% | 83.9%-48.2pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 17.19% | 79.33%-62.1pp | 68.32%-51.1pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,172 | $5,247-77.7% | $4,859-75.9% | $4,755-75.4% |
| Participant deferral / active EE | $1,679 | $8,102-79.3% | $7,760-78.4% | $6,713-75.0% |
| Admin fee / account holder | $5,527 | $12,406-55.5% | $10,767-48.7% | $11,407-51.6% |