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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 | $19,027 | $111,814-83.0% | $93,654-79.7% | $145,959-87.0% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.2pp |
| Annual return | 12.41% | 203.30%-190.9pp | 133.34%-120.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $953 | $3,092-69.2% | $2,421-60.6% | $4,661-79.6% |
| Participant deferral / active EE | $1,038 | $4,914-78.9% | $4,413-76.5% | $6,689-84.5% |
| Admin fee / account holder | $3,109 | $10,246-69.7% | $8,282-62.5% | $13,398-76.8% |