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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 | $24,716 | $211,288-88.3% | $178,540-86.2% | $145,884-83.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.52% | 30.27%-21.7pp | 27.15%-18.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,113 | $4,574-75.7% | $3,953-71.8% | $4,662-76.1% |
| Participant deferral / active EE | $1,203 | $6,967-82.7% | $6,281-80.9% | $6,690-82.0% |
| Admin fee / account holder | $2,175 | $12,105-82.0% | $10,424-79.1% | $13,392-83.8% |