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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 | $20,126 | $70,121-71.3% | $63,803-68.5% | $138,895-85.5% |
| Participation rate | 39.1% | 77.2%-38.1pp | 72.7%-33.6pp | 79.9%-40.8pp |
| Annual return | 18.00% | 946.48%-928.5pp | 543.72%-525.7pp | 145.39%-127.4pp |
| Employer contribution / active EE | $681 | $2,882-76.4% | $2,532-73.1% | $4,194-83.8% |
| Participant deferral / active EE | $754 | $4,535-83.4% | $3,843-80.4% | $6,396-88.2% |
| Admin fee / account holder | $8,377 | $6,738+24.3% | $5,196+61.2% | $12,562-33.3% |