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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 | $19,523 | $160,040-87.8% | $147,096-86.7% | $145,877-86.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.15% | 98.49%-86.3pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,648 | $5,289-68.8% | $4,936-66.6% | $4,663-64.7% |
| Participant deferral / active EE | $1,648 | $8,429-80.4% | $8,071-79.6% | $6,691-75.4% |
| Admin fee / account holder | $5,485 | $15,050-63.6% | $13,005-57.8% | $13,402-59.1% |