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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 | $148,558-88.6% | $135,925-87.5% | $139,427-87.9% |
| Participation rate | 35.7% | 83.9%-48.1pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 17.19% | 79.22%-62.0pp | 68.25%-51.1pp | 373.27%-356.1pp |
| Employer contribution / active EE | $1,172 | $5,244-77.7% | $4,857-75.9% | $4,752-75.3% |
| Participant deferral / active EE | $1,679 | $8,101-79.3% | $7,759-78.4% | $6,711-75.0% |
| Admin fee / account holder | $5,527 | $12,401-55.4% | $10,764-48.7% | $11,404-51.5% |