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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 | $15,671 | $155,555-89.9% | $146,866-89.3% | $155,188-89.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 15.61% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,875 | $4,647-59.6% | $4,425-57.6% | $4,248-55.9% |
| Participant deferral / active EE | $2,344 | $8,044-70.9% | $7,759-69.8% | $6,531-64.1% |
| Admin fee / account holder | $4,133 | $14,755-72.0% | $13,620-69.7% | $14,480-71.5% |