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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 | $23,890 | $148,623-83.9% | $135,974-82.4% | $139,466-82.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 18.21% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,416 | $5,246-73.0% | $4,859-70.9% | $4,754-70.2% |
| Participant deferral / active EE | $2,422 | $8,103-70.1% | $7,760-68.8% | $6,712-63.9% |
| Admin fee / account holder | $664 | $12,406-94.6% | $10,767-93.8% | $11,409-94.2% |