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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 | $22,718 | $63,346-64.1% | $92,240-75.4% | $70,126-67.6% |
| Participation rate | 24.7% | 68.7%-44.0pp | 76.5%-51.8pp | 69.5%-44.8pp |
| Annual return | 18.10% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $671 | $2,471-72.8% | $3,680-81.8% | $2,343-71.3% |
| Participant deferral / active EE | $918 | $2,854-67.8% | $3,897-76.5% | $3,332-72.5% |
| Admin fee / account holder | $3,829 | $3,841-0.3% | $5,194-26.3% | $4,645-17.6% |