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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 | $17,702 | $107,941-83.6% | $91,994-80.8% | $152,897-88.4% |
| Participation rate | 40.9% | 81.2%-40.3pp | 78.6%-37.7pp | 82.5%-41.5pp |
| Annual return | 24.47% | 89.28%-64.8pp | 69.04%-44.6pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,014 | $4,212-75.9% | $3,453-70.6% | $4,764-78.7% |
| Participant deferral / active EE | $1,480 | $6,366-76.7% | $5,924-75.0% | $5,851-74.7% |
| Admin fee / account holder | $3,774 | $10,521-64.1% | $7,744-51.3% | $11,599-67.5% |