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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 | $23,948 | $97,078-75.3% | $103,065-76.8% | $145,897-83.6% |
| Participation rate | 41.2% | 81.1%-40.0pp | 80.6%-39.4pp | 80.3%-39.1pp |
| Annual return | 15.03% | 25.49%-10.5pp | 23.95%-8.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,290 | $4,680-72.4% | $4,675-72.4% | $4,663-72.3% |
| Participant deferral / active EE | $1,653 | $6,601-75.0% | $6,625-75.1% | $6,689-75.3% |
| Admin fee / account holder | $8,241 | $12,505-34.1% | $9,349-11.8% | $13,390-38.5% |