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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 | $40,148 | $157,270-74.5% | $141,173-71.6% | $152,870-73.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 24.70% | 64.33%-39.6pp | 71.40%-46.7pp | 345.34%-320.6pp |
| Employer contribution / active EE | $2,873 | $5,261-45.4% | $4,735-39.3% | $4,763-39.7% |
| Participant deferral / active EE | $350 | $7,110-95.1% | $6,710-94.8% | $5,850-94.0% |
| Admin fee / account holder | $400 | $12,121-96.7% | $10,262-96.1% | $11,597-96.6% |