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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 | $19,802 | $159,978-87.6% | $147,041-86.5% | $145,978-86.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.57% | 98.36%-79.8pp | 419.21%-400.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $2,232 | $5,288-57.8% | $4,935-54.8% | $4,662-52.1% |
| Participant deferral / active EE | $2,156 | $8,429-74.4% | $8,071-73.3% | $6,690-67.8% |
| Admin fee / account holder | $378 | $15,053-97.5% | $13,006-97.1% | $13,400-97.2% |