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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 | $16,585 | $148,629-88.8% | $135,982-87.8% | $139,487-88.1% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 14.87% | 79.33%-64.5pp | 68.32%-53.4pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,890 | $5,247-64.0% | $4,859-61.1% | $4,755-60.2% |
| Participant deferral / active EE | $1,949 | $8,102-75.9% | $7,760-74.9% | $6,713-71.0% |
| Admin fee / account holder | $15,385 | $12,406+24.0% | $10,767+42.9% | $11,407+34.9% |