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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 | $21,508 | $63,346-66.0% | $92,240-76.7% | $70,126-69.3% |
| Participation rate | 67.6% | 68.7%-1.0pp | 76.5%-8.8pp | 69.5%-1.9pp |
| Annual return | 12.68% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.5pp |
| Employer contribution / active EE | $12,023 | $2,471+386.5% | $3,680+226.7% | $2,343+413.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,254 | $3,841-41.3% | $5,194-56.6% | $4,645-51.5% |