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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 | $30,996 | $166,268-81.4% | $165,100-81.2% | $145,897-78.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.17% | 100.52%-89.3pp | 70.21%-59.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,400 | $5,284-73.5% | $4,348-67.8% | $4,663-70.0% |
| Participant deferral / active EE | $1,400 | $6,964-79.9% | $6,035-76.8% | $6,689-79.1% |
| Admin fee / account holder | $336 | $16,659-98.0% | $12,696-97.4% | $13,390-97.5% |