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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 | $88,754-83.3% | $81,820-81.8% | $145,877-89.8% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 15.23% | 1031.77%-1016.5pp | 777.93%-762.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $352 | $3,085-88.6% | $2,915-87.9% | $4,663-92.5% |
| Participant deferral / active EE | $215 | $4,648-95.4% | $4,323-95.0% | $6,691-96.8% |
| Admin fee / account holder | $1,656 | $8,424-80.3% | $7,391-77.6% | $13,402-87.6% |