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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 | $28,851 | $126,113-77.1% | $116,096-75.1% | $155,188-81.4% |
| Participation rate | 6.3% | 75.1%-68.9pp | 73.3%-67.1pp | 80.8%-74.6pp |
| Annual return | 12.32% | 391.72%-379.4pp | 326.25%-313.9pp | 148.84%-136.5pp |
| Employer contribution / active EE | $199 | $2,672-92.6% | $2,503-92.1% | $4,248-95.3% |
| Participant deferral / active EE | $199 | $4,162-95.2% | $3,952-95.0% | $6,531-97.0% |
| Admin fee / account holder | $321 | $8,045-96.0% | $7,704-95.8% | $14,480-97.8% |