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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 | $23,993 | $108,912-78.0% | $100,383-76.1% | $145,959-83.6% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.1pp |
| Annual return | 29.74% | 57.96%-28.2pp | 49.26%-19.5pp | 561.95%-532.2pp |
| Employer contribution / active EE | $3,706 | $4,423-16.2% | $3,944-6.0% | $4,661-20.5% |
| Participant deferral / active EE | $1,551 | $8,451-81.6% | $8,086-80.8% | $6,689-76.8% |
| Admin fee / account holder | $1,493 | $9,690-84.6% | $7,900-81.1% | $13,398-88.9% |