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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 | $23,462 | $157,296-85.1% | $141,191-83.4% | $152,897-84.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.73% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,133 | $5,262-78.5% | $4,736-76.1% | $4,764-76.2% |
| Participant deferral / active EE | $1,934 | $7,111-72.8% | $6,710-71.2% | $5,851-66.9% |
| Admin fee / account holder | $752 | $12,125-93.8% | $10,264-92.7% | $11,599-93.5% |