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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 | $20,523 | $102,632-80.0% | $81,988-75.0% | $158,950-87.1% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.3%-5.0pp | 82.0%-17.7pp |
| Annual return | 9.64% | 61.05%-51.4pp | 41.31%-31.7pp | 302.91%-293.3pp |
| Employer contribution / active EE | $825 | $3,241-74.6% | $2,498-67.0% | $4,762-82.7% |
| Participant deferral / active EE | $949 | $4,649-79.6% | $3,722-74.5% | $5,983-84.1% |
| Admin fee / account holder | $5,442 | $8,237-33.9% | $5,665-3.9% | $11,248-51.6% |