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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 | $12,545 | $125,778-90.0% | $114,563-89.0% | $154,746-91.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 17.44% | 295.14%-277.7pp | 241.09%-223.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $759 | $2,806-72.9% | $2,592-70.7% | $4,379-82.7% |
| Participant deferral / active EE | $759 | $4,445-82.9% | $4,142-81.7% | $6,730-88.7% |
| Admin fee / account holder | $1,126 | $8,190-86.3% | $7,623-85.2% | $14,365-92.2% |