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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 | $23,665 | $127,779-81.5% | $106,551-77.8% | $167,518-85.9% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 8.60% | 33.87%-25.3pp | 26.80%-18.2pp | 478.71%-470.1pp |
| Employer contribution / active EE | $975 | $3,427-71.5% | $2,819-65.4% | $4,838-79.8% |
| Participant deferral / active EE | $1,277 | $5,088-74.9% | $4,398-71.0% | $6,342-79.9% |
| Admin fee / account holder | $15,644 | $11,228+39.3% | $7,408+111.2% | $12,312+27.1% |