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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 | $15,881 | $225,673-93.0% | $203,872-92.2% | $155,188-89.8% |
| Participation rate | 40.0% | 80.3%-40.3pp | 77.8%-37.8pp | 80.8%-40.8pp |
| Annual return | 13.47% | 95.91%-82.4pp | 85.11%-71.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $634 | $4,099-84.5% | $3,757-83.1% | $4,248-85.1% |
| Participant deferral / active EE | $722 | $6,893-89.5% | $6,388-88.7% | $6,531-88.9% |
| Admin fee / account holder | $2,933 | $12,327-76.2% | $11,730-75.0% | $14,480-79.7% |