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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 | $18,656 | $111,814-83.3% | $103,374-82.0% | $145,959-87.2% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 9.76% | 24.77%-15.0pp | 24.89%-15.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,003 | $4,214-76.2% | $3,869-74.1% | $4,661-78.5% |
| Participant deferral / active EE | $1,383 | $5,618-75.4% | $5,058-72.7% | $6,689-79.3% |
| Admin fee / account holder | $2,257 | $9,754-76.9% | $8,394-73.1% | $13,398-83.2% |