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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 | $16,146 | $169,336-90.5% | $129,384-87.5% | $145,884-88.9% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 14.12% | 14408.70%-14394.6pp | 9461.77%-9447.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $464 | $5,540-91.6% | $4,153-88.8% | $4,662-90.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,373 | $9,912-76.1% | $7,686-69.1% | $13,392-82.3% |