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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 | $22,530 | $202,463-88.9% | $169,397-86.7% | $139,487-83.8% |
| Participation rate | 35.0% | 81.1%-46.1pp | 77.2%-42.2pp | 80.3%-45.3pp |
| Annual return | 9.33% | 532.64%-523.3pp | 406.23%-396.9pp | 373.84%-364.5pp |
| Employer contribution / active EE | $825 | $4,694-82.4% | $4,013-79.4% | $4,755-82.6% |
| Participant deferral / active EE | $1,056 | $6,941-84.8% | $6,223-83.0% | $6,713-84.3% |
| Admin fee / account holder | $15,986 | $10,726+49.0% | $9,017+77.3% | $11,407+40.1% |