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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 | $18,901 | $160,040-88.2% | $147,096-87.2% | $145,877-87.0% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 14.63% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,506 | $5,289-71.5% | $4,936-69.5% | $4,663-67.7% |
| Participant deferral / active EE | $2,018 | $8,429-76.1% | $8,071-75.0% | $6,691-69.8% |
| Admin fee / account holder | $320 | $15,050-97.9% | $13,005-97.5% | $13,402-97.6% |