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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 | $27,917 | $150,412-81.4% | $120,574-76.8% | $145,884-80.9% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.9pp |
| Annual return | 10.99% | 154.50%-143.5pp | 107.42%-96.4pp | 551.85%-540.9pp |
| Employer contribution / active EE | $929 | $4,355-78.7% | $3,471-73.2% | $4,662-80.1% |
| Participant deferral / active EE | $1,347 | $6,175-78.2% | $4,996-73.0% | $6,690-79.9% |
| Admin fee / account holder | $578 | $12,224-95.3% | $9,445-93.9% | $13,392-95.7% |