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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 | $17,554 | $159,978-89.0% | $147,041-88.1% | $145,978-88.0% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 13.04% | 98.36%-85.3pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,048 | $5,288-61.3% | $4,935-58.5% | $4,662-56.1% |
| Participant deferral / active EE | $2,048 | $8,429-75.7% | $8,071-74.6% | $6,690-69.4% |
| Admin fee / account holder | $4,759 | $15,053-68.4% | $13,006-63.4% | $13,400-64.5% |