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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 | $18,500 | $160,040-88.4% | $147,096-87.4% | $145,877-87.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.90% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,644 | $5,289-68.9% | $4,936-66.7% | $4,663-64.7% |
| Participant deferral / active EE | $2,552 | $8,429-69.7% | $8,071-68.4% | $6,691-61.9% |
| Admin fee / account holder | $5,280 | $15,050-64.9% | $13,005-59.4% | $13,402-60.6% |