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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 | $20,500 | $159,978-87.2% | $147,041-86.1% | $145,978-86.0% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 13.69% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,450 | $5,288-72.6% | $4,935-70.6% | $4,662-68.9% |
| Participant deferral / active EE | $2,492 | $8,429-70.4% | $8,071-69.1% | $6,690-62.8% |
| Admin fee / account holder | $449 | $15,053-97.0% | $13,006-96.5% | $13,400-96.6% |