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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 | $22,885 | $118,877-80.7% | $96,570-76.3% | $167,536-86.3% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 24.10% | 50.50%-26.4pp | 37.79%-13.7pp | 478.82%-454.7pp |
| Employer contribution / active EE | $840 | $3,121-73.1% | $2,357-64.3% | $4,839-82.6% |
| Participant deferral / active EE | $1,025 | $4,617-77.8% | $3,849-73.4% | $6,342-83.8% |
| Admin fee / account holder | $3,643 | $8,069-54.9% | $6,182-41.1% | $12,315-70.4% |