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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 | $14,969 | $77,908-80.8% | $149,696-90.0% | $75,173-80.1% |
| Participation rate | 64.2% | 65.6%-1.4pp | 78.8%-14.6pp | 67.2%-3.0pp |
| Annual return | 14.96% | 31.73%-16.8pp | 134.46%-119.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $1,364 | $3,138-56.5% | $4,821-71.7% | $2,671-48.9% |
| Participant deferral / active EE | $450 | $3,411-86.8% | $5,682-92.1% | $4,126-89.1% |
| Admin fee / account holder | $1,430 | $5,950-76.0% | $13,212-89.2% | $5,651-74.7% |