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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 | $20,450 | $85,171-76.0% | $172,752-88.2% | $72,975-72.0% |
| Participation rate | 65.0% | 70.1%-5.1pp | 82.6%-17.6pp | 69.5%-4.5pp |
| Annual return | 21.61% | 27.32%-5.7pp | 802.97%-781.4pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,117 | $3,324-66.4% | $5,144-78.3% | $2,440-54.2% |
| Participant deferral / active EE | $708 | $3,260-78.3% | $5,198-86.4% | $3,608-80.4% |
| Admin fee / account holder | $610 | $5,880-89.6% | $13,955-95.6% | $5,124-88.1% |