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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 | $23,837 | $108,882-78.1% | $96,754-75.4% | $154,746-84.6% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 10.28% | 98.39%-88.1pp | 82.04%-71.8pp | 172.34%-162.1pp |
| Employer contribution / active EE | $805 | $3,018-73.3% | $2,679-70.0% | $4,379-81.6% |
| Participant deferral / active EE | $1,006 | $5,323-81.1% | $4,758-78.9% | $6,730-85.1% |
| Admin fee / account holder | $29,569 | $10,200+189.9% | $8,905+232.1% | $14,365+105.8% |