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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 | $19,740 | $125,237-84.2% | $105,608-81.3% | $145,877-86.5% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 8.53% | 225.76%-217.2pp | 116.50%-108.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $899 | $3,720-75.8% | $3,167-71.6% | $4,663-80.7% |
| Participant deferral / active EE | $1,124 | $5,711-80.3% | $5,010-77.6% | $6,691-83.2% |
| Admin fee / account holder | $466 | $17,287-97.3% | $11,028-95.8% | $13,402-96.5% |