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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 | $29,643 | $104,937-71.8% | $84,628-65.0% | $152,897-80.6% |
| Participation rate | 18.2% | 74.8%-56.6pp | 68.2%-50.1pp | 82.5%-64.3pp |
| Annual return | 24.70% | 373.88%-349.2pp | 258.80%-234.1pp | 345.43%-320.7pp |
| Employer contribution / active EE | $684 | $3,303-79.3% | $2,653-74.2% | $4,764-85.6% |
| Participant deferral / active EE | $635 | $4,690-86.5% | $3,900-83.7% | $5,851-89.1% |
| Admin fee / account holder | $1,031 | $6,243-83.5% | $4,914-79.0% | $11,599-91.1% |