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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 | $14,862 | $88,815-83.3% | $81,882-81.8% | $145,897-89.8% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 15.23% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.1pp |
| Employer contribution / active EE | $352 | $3,086-88.6% | $2,916-87.9% | $4,663-92.5% |
| Participant deferral / active EE | $215 | $4,647-95.4% | $4,323-95.0% | $6,689-96.8% |
| Admin fee / account holder | $1,656 | $8,434-80.4% | $7,360-77.5% | $13,390-87.6% |