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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 | $20,685 | $110,240-81.2% | $96,544-78.6% | $139,487-85.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.7pp | 80.3%-47.0pp |
| Annual return | 22.65% | 26.41%-3.8pp | 25.88%-3.2pp | 373.84%-351.2pp |
| Employer contribution / active EE | $936 | $3,622-74.2% | $2,966-68.5% | $4,755-80.3% |
| Participant deferral / active EE | $1,470 | $5,549-73.5% | $4,851-69.7% | $6,713-78.1% |
| Admin fee / account holder | $1,232 | $11,602-89.4% | $8,254-85.1% | $11,407-89.2% |