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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 | $31,912 | $208,088-84.7% | $186,193-82.9% | $154,746-79.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 13.75% | 89.97%-76.2pp | 78.03%-64.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $604 | $4,340-86.1% | $3,918-84.6% | $4,379-86.2% |
| Participant deferral / active EE | $631 | $7,078-91.1% | $6,513-90.3% | $6,730-90.6% |
| Admin fee / account holder | $5,255 | $11,698-55.1% | $11,058-52.5% | $14,365-63.4% |