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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 | $18,600 | $134,817-86.2% | $123,973-85.0% | $155,188-88.0% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 18.23% | 515.49%-497.3pp | 388.13%-369.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,155 | $4,425-73.9% | $4,126-72.0% | $4,248-72.8% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $590 | $13,245-95.5% | $11,799-95.0% | $14,480-95.9% |