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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 | $23,924 | $125,778-81.0% | $114,563-79.1% | $154,746-84.5% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.9%-50.7pp | 80.7%-58.5pp |
| Annual return | 11.45% | 295.14%-283.7pp | 241.09%-229.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $240 | $2,806-91.4% | $2,592-90.7% | $4,379-94.5% |
| Participant deferral / active EE | $447 | $4,445-89.9% | $4,142-89.2% | $6,730-93.4% |
| Admin fee / account holder | $19,571 | $8,190+139.0% | $7,623+156.7% | $14,365+36.2% |