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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 | $18,674 | $160,028-88.3% | $147,080-87.3% | $145,884-87.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.38% | 98.60%-84.2pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,218 | $5,286-76.9% | $4,933-75.3% | $4,662-73.9% |
| Participant deferral / active EE | $1,453 | $8,422-82.7% | $8,066-82.0% | $6,690-78.3% |
| Admin fee / account holder | $303 | $15,030-98.0% | $12,989-97.7% | $13,392-97.7% |