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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 | $22,014 | $108,882-79.8% | $96,754-77.2% | $154,746-85.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 9.17% | 98.39%-89.2pp | 82.04%-72.9pp | 172.34%-163.2pp |
| Employer contribution / active EE | $824 | $3,018-72.7% | $2,679-69.3% | $4,379-81.2% |
| Participant deferral / active EE | $824 | $5,323-84.5% | $4,758-82.7% | $6,730-87.8% |
| Admin fee / account holder | $927 | $10,200-90.9% | $8,905-89.6% | $14,365-93.5% |