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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 | $15,583 | $88,815-82.5% | $81,882-81.0% | $145,897-89.3% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 14.57% | 1033.75%-1019.2pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,214 | $3,086-60.7% | $2,916-58.4% | $4,663-74.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $609 | $8,434-92.8% | $7,360-91.7% | $13,390-95.5% |