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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 | $27,743 | $105,145-73.6% | $94,664-70.7% | $139,466-80.1% |
| Participation rate | 22.2% | 82.4%-60.1pp | 80.8%-58.6pp | 80.3%-58.1pp |
| Annual return | 15.92% | 38.09%-22.2pp | 156.84%-140.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $775 | $4,107-81.1% | $3,673-78.9% | $4,754-83.7% |
| Participant deferral / active EE | $732 | $7,599-90.4% | $7,417-90.1% | $6,712-89.1% |
| Admin fee / account holder | $10,137 | $8,972+13.0% | $7,222+40.4% | $11,409-11.1% |