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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 | $38,228 | $201,372-81.0% | $184,260-79.3% | $145,884-73.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.90% | 29.04%-18.1pp | 28.84%-17.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,980 | $7,024-71.8% | $6,427-69.2% | $4,662-57.5% |
| Participant deferral / active EE | $2,952 | $9,808-69.9% | $9,133-67.7% | $6,690-55.9% |
| Admin fee / account holder | $1,507 | $16,362-90.8% | $13,898-89.2% | $13,392-88.7% |