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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 | $24,010 | $108,882-77.9% | $96,754-75.2% | $154,746-84.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 17.33% | 98.39%-81.1pp | 82.04%-64.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $418 | $3,018-86.2% | $2,679-84.4% | $4,379-90.5% |
| Participant deferral / active EE | $418 | $5,323-92.2% | $4,758-91.2% | $6,730-93.8% |
| Admin fee / account holder | $639 | $10,200-93.7% | $8,905-92.8% | $14,365-95.6% |