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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 | $17,050 | $129,737-86.9% | $119,126-85.7% | $154,746-89.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 26.00% | 379.08%-353.1pp | 282.11%-256.1pp | 172.34%-146.3pp |
| Employer contribution / active EE | $1,065 | $4,375-75.7% | $4,034-73.6% | $4,379-75.7% |
| Participant deferral / active EE | $1,553 | $5,842-73.4% | $5,318-70.8% | $6,730-76.9% |
| Admin fee / account holder | $313 | $11,961-97.4% | $10,693-97.1% | $14,365-97.8% |