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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 | $97,125-75.3% | $86,233-72.2% | $137,256-82.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 17.33% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $418 | $2,841-85.3% | $2,504-83.3% | $4,156-89.9% |
| Participant deferral / active EE | $418 | $5,180-91.9% | $4,559-90.8% | $6,407-93.5% |
| Admin fee / account holder | $639 | $9,725-93.4% | $8,342-92.3% | $12,270-94.8% |