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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 | $20,553 | $160,070-87.2% | $147,117-86.0% | $145,897-85.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.14% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,100 | $5,285-79.2% | $4,932-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $1,767 | $8,419-79.0% | $8,065-78.1% | $6,689-73.6% |
| Admin fee / account holder | $1,157 | $15,035-92.3% | $12,993-91.1% | $13,390-91.4% |