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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 | $12,110 | $109,411-88.9% | $89,435-86.5% | $158,982-92.4% |
| Participation rate | 35.7% | 74.3%-38.6pp | 68.0%-32.3pp | 82.0%-46.3pp |
| Annual return | 17.33% | 345.68%-328.3pp | 245.55%-228.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $275 | $3,173-91.3% | $2,587-89.4% | $4,763-94.2% |
| Participant deferral / active EE | $507 | $4,600-89.0% | $3,890-87.0% | $5,983-91.5% |
| Admin fee / account holder | $2,072 | $6,159-66.4% | $4,884-57.6% | $11,252-81.6% |