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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 | $31,309 | $202,460-84.5% | $169,385-81.5% | $139,456-77.5% |
| Participation rate | 30.8% | 81.1%-50.3pp | 77.2%-46.4pp | 80.3%-49.6pp |
| Annual return | 14.69% | 532.07%-517.4pp | 405.82%-391.1pp | 373.45%-358.8pp |
| Employer contribution / active EE | $640 | $4,691-86.4% | $4,012-84.0% | $4,753-86.5% |
| Participant deferral / active EE | $903 | $6,938-87.0% | $6,221-85.5% | $6,711-86.5% |
| Admin fee / account holder | $5,122 | $10,719-52.2% | $9,011-43.2% | $11,407-55.1% |