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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 | $24,467 | $116,190-78.9% | $93,614-73.9% | $152,885-84.0% |
| Participation rate | 33.3% | 78.0%-44.7pp | 75.8%-42.5pp | 82.5%-49.1pp |
| Annual return | 16.71% | 35.96%-19.3pp | 32.76%-16.0pp | 345.39%-328.7pp |
| Employer contribution / active EE | $754 | $3,219-76.6% | $2,718-72.2% | $4,763-84.2% |
| Participant deferral / active EE | $754 | $4,604-83.6% | $4,069-81.5% | $5,851-87.1% |
| Admin fee / account holder | $2,891 | $10,749-73.1% | $7,889-63.4% | $11,598-75.1% |