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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 | $17,486 | $102,595-83.0% | $94,057-81.4% | $154,746-88.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 16.79% | 583.42%-566.6pp | 480.62%-463.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $879 | $3,147-72.1% | $2,933-70.0% | $4,379-79.9% |
| Participant deferral / active EE | $1,002 | $5,118-80.4% | $4,709-78.7% | $6,730-85.1% |
| Admin fee / account holder | $2,427 | $7,736-68.6% | $7,244-66.5% | $14,365-83.1% |