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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 | $27,483 | $111,830-75.4% | $93,696-70.7% | $145,884-81.2% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 13.11% | 204.08%-191.0pp | 133.74%-120.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $642 | $3,093-79.2% | $2,422-73.5% | $4,662-86.2% |
| Participant deferral / active EE | $704 | $4,920-85.7% | $4,417-84.1% | $6,690-89.5% |
| Admin fee / account holder | $9,388 | $10,249-8.4% | $8,287+13.3% | $13,392-29.9% |