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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 | $31,894 | $226,105-85.9% | $182,540-82.5% | $152,897-79.1% |
| Participation rate | 69.6% | 82.5%-12.9pp | 78.0%-8.4pp | 82.5%-12.9pp |
| Annual return | 25.23% | 192.58%-167.4pp | 148.58%-123.3pp | 345.43%-320.2pp |
| Employer contribution / active EE | $685 | $4,978-86.2% | $4,076-83.2% | $4,764-85.6% |
| Participant deferral / active EE | $1,009 | $6,370-84.2% | $5,525-81.7% | $5,851-82.8% |
| Admin fee / account holder | $1,706 | $10,706-84.1% | $8,593-80.1% | $11,599-85.3% |