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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 | $19,413 | $148,623-86.9% | $135,974-85.7% | $139,466-86.1% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 15.67% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,155 | $5,246-78.0% | $4,859-76.2% | $4,754-75.7% |
| Participant deferral / active EE | $1,155 | $8,103-85.7% | $7,760-85.1% | $6,712-82.8% |
| Admin fee / account holder | $14,439 | $12,406+16.4% | $10,767+34.1% | $11,409+26.6% |