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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 | $18,261 | $108,942-83.2% | $100,415-81.8% | $145,897-87.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 12.48% | 58.27%-45.8pp | 49.47%-37.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $436 | $4,422-90.2% | $3,943-89.0% | $4,663-90.7% |
| Participant deferral / active EE | $871 | $8,461-89.7% | $8,091-89.2% | $6,689-87.0% |
| Admin fee / account holder | $8,111 | $9,702-16.4% | $7,906+2.6% | $13,390-39.4% |