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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 | $16,247 | $102,595-84.2% | $94,057-82.7% | $154,746-89.5% |
| Participation rate | 42.1% | 76.0%-33.9pp | 73.3%-31.2pp | 80.7%-38.6pp |
| Annual return | 14.02% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $375 | $3,147-88.1% | $2,933-87.2% | $4,379-91.4% |
| Participant deferral / active EE | $562 | $5,118-89.0% | $4,709-88.1% | $6,730-91.6% |
| Admin fee / account holder | $2,279 | $7,736-70.5% | $7,244-68.5% | $14,365-84.1% |