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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 | $110,337-83.1% | $102,383-81.8% | $145,877-87.2% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 9.76% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,003 | $4,216-76.2% | $3,870-74.1% | $4,663-78.5% |
| Participant deferral / active EE | $1,383 | $5,621-75.4% | $5,060-72.7% | $6,691-79.3% |
| Admin fee / account holder | $2,257 | $9,750-76.9% | $8,391-73.1% | $13,402-83.2% |