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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 | $24,137 | $148,623-83.8% | $135,974-82.2% | $139,466-82.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 20.40% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,095 | $5,246-60.1% | $4,859-56.9% | $4,754-55.9% |
| Participant deferral / active EE | $2,440 | $8,103-69.9% | $7,760-68.6% | $6,712-63.6% |
| Admin fee / account holder | $2,624 | $12,406-78.9% | $10,767-75.6% | $11,409-77.0% |