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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 | $17,823 | $225,673-92.1% | $203,872-91.3% | $155,188-88.5% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 15.20% | 95.91%-80.7pp | 85.11%-69.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $879 | $4,099-78.6% | $3,757-76.6% | $4,248-79.3% |
| Participant deferral / active EE | $879 | $6,893-87.3% | $6,388-86.2% | $6,531-86.5% |
| Admin fee / account holder | $3,073 | $12,327-75.1% | $11,730-73.8% | $14,480-78.8% |