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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 | $21,290 | $109,372-80.5% | $89,414-76.2% | $158,966-86.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 14.08% | 345.55%-331.5pp | 245.50%-231.4pp | 302.95%-288.9pp |
| Employer contribution / active EE | $588 | $3,171-81.5% | $2,586-77.3% | $4,762-87.6% |
| Participant deferral / active EE | $588 | $4,598-87.2% | $3,890-84.9% | $5,983-90.2% |
| Admin fee / account holder | $314 | $6,156-94.9% | $4,883-93.6% | $11,250-97.2% |