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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 | $25,821 | $99,921-74.2% | $85,009-69.6% | $145,959-82.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 9.98% | 83.89%-73.9pp | 66.47%-56.5pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,631 | $3,233-49.6% | $2,728-40.2% | $4,661-65.0% |
| Participant deferral / active EE | $363 | $5,293-93.2% | $4,522-92.0% | $6,689-94.6% |
| Admin fee / account holder | $1,184 | $7,252-83.7% | $6,153-80.8% | $13,398-91.2% |