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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 | $25,220 | $103,008-75.5% | $90,304-72.1% | $152,897-83.5% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 16.33% | 95.22%-78.9pp | 78.13%-61.8pp | 345.43%-329.1pp |
| Employer contribution / active EE | $2,202 | $3,139-29.9% | $2,855-22.9% | $4,764-53.8% |
| Participant deferral / active EE | $576 | $4,281-86.5% | $3,885-85.2% | $5,851-90.2% |
| Admin fee / account holder | $16,912 | $6,175+173.9% | $5,354+215.9% | $11,599+45.8% |