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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 | $30,187 | $172,111-82.5% | $150,298-79.9% | $137,256-78.0% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 14.42% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,383 | $4,636-48.6% | $4,154-42.6% | $4,156-42.7% |
| Participant deferral / active EE | $574 | $6,166-90.7% | $5,453-89.5% | $6,407-91.0% |
| Admin fee / account holder | $6,530 | $16,471-60.4% | $14,116-53.7% | $12,270-46.8% |