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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 | $20,633 | $175,231-88.2% | $149,696-86.2% | $139,466-85.2% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 11.44% | 166.77%-155.3pp | 134.46%-123.0pp | 373.66%-362.2pp |
| Employer contribution / active EE | $3,142 | $5,478-42.6% | $4,821-34.8% | $4,754-33.9% |
| Participant deferral / active EE | $657 | $6,521-89.9% | $5,682-88.4% | $6,712-90.2% |
| Admin fee / account holder | $1,435 | $16,155-91.1% | $13,212-89.1% | $11,409-87.4% |