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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 | $26,480 | $160,070-83.5% | $147,117-82.0% | $145,897-81.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 22.56% | 98.69%-76.1pp | 420.54%-398.0pp | 552.29%-529.7pp |
| Employer contribution / active EE | $2,269 | $5,285-57.1% | $4,932-54.0% | $4,663-51.3% |
| Participant deferral / active EE | $2,206 | $8,419-73.8% | $8,065-72.6% | $6,689-67.0% |
| Admin fee / account holder | $4,334 | $15,035-71.2% | $12,993-66.6% | $13,390-67.6% |