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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 | $108,897-83.2% | $100,378-81.8% | $145,877-87.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 12.48% | 58.17%-45.7pp | 49.41%-36.9pp | 551.28%-538.8pp |
| Employer contribution / active EE | $436 | $4,420-90.1% | $3,942-89.0% | $4,663-90.7% |
| Participant deferral / active EE | $871 | $8,455-89.7% | $8,087-89.2% | $6,691-87.0% |
| Admin fee / account holder | $8,111 | $9,690-16.3% | $7,899+2.7% | $13,402-39.5% |