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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 | $27,664 | $121,701-77.3% | $104,639-73.6% | $158,982-82.6% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 10.32% | 465.72%-455.4pp | 340.67%-330.3pp | 302.99%-292.7pp |
| Employer contribution / active EE | $347 | $3,165-89.0% | $2,682-87.1% | $4,763-92.7% |
| Participant deferral / active EE | $630 | $4,176-84.9% | $3,738-83.2% | $5,983-89.5% |
| Admin fee / account holder | $9,128 | $7,778+17.4% | $6,465+41.2% | $11,252-18.9% |