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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 | $17,835 | $111,785-84.0% | $93,669-81.0% | $145,877-87.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 24.10% | 203.79%-179.7pp | 133.59%-109.5pp | 551.28%-527.2pp |
| Employer contribution / active EE | $1,090 | $3,096-64.8% | $2,424-55.0% | $4,663-76.6% |
| Participant deferral / active EE | $1,109 | $4,919-77.5% | $4,416-74.9% | $6,691-83.4% |
| Admin fee / account holder | $1,662 | $10,256-83.8% | $8,291-80.0% | $13,402-87.6% |