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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 | $129,737-85.7% | $119,126-84.4% | $154,746-88.0% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 18.23% | 379.08%-360.9pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,155 | $4,375-73.6% | $4,034-71.4% | $4,379-73.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $590 | $11,961-95.1% | $10,693-94.5% | $14,365-95.9% |