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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 | $15,324 | $154,754-90.1% | $124,206-87.7% | $138,895-89.0% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.6%-25.1pp | 79.9%-35.5pp |
| Annual return | 16.44% | 709.28%-692.8pp | 515.27%-498.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,625 | $4,446-63.5% | $3,540-54.1% | $4,194-61.3% |
| Participant deferral / active EE | $267 | $4,621-94.2% | $3,968-93.3% | $6,396-95.8% |
| Admin fee / account holder | $3,388 | $6,690-49.4% | $5,929-42.9% | $12,562-73.0% |