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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 | $18,061 | $91,037-80.2% | $71,671-74.8% | $147,586-87.8% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 11.87% | 20.48%-8.6pp | 20.65%-8.8pp | 578.59%-566.7pp |
| Employer contribution / active EE | $3,858 | $3,327+16.0% | $2,460+56.9% | $4,876-20.9% |
| Participant deferral / active EE | $374 | $4,498-91.7% | $3,438-89.1% | $5,439-93.1% |
| Admin fee / account holder | $2,824 | $8,613-67.2% | $5,558-49.2% | $10,886-74.1% |