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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 | $21,609 | $148,582-85.5% | $135,942-84.1% | $139,456-84.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.32% | 79.26%-63.9pp | 68.28%-53.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $1,422 | $5,245-72.9% | $4,858-70.7% | $4,753-70.1% |
| Participant deferral / active EE | $1,777 | $8,101-78.1% | $7,759-77.1% | $6,711-73.5% |
| Admin fee / account holder | $3,995 | $12,402-67.8% | $10,764-62.9% | $11,407-65.0% |