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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 | $18,597 | $110,379-83.2% | $102,412-81.8% | $145,884-87.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.89% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,449 | $4,216-65.6% | $3,870-62.6% | $4,662-68.9% |
| Participant deferral / active EE | $1,449 | $5,622-74.2% | $5,060-71.4% | $6,690-78.3% |
| Admin fee / account holder | $399 | $9,745-95.9% | $8,388-95.2% | $13,392-97.0% |