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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 | $141,417 | $226,090-37.5% | $182,531-22.5% | $152,885-7.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 18.13% | 192.57%-174.4pp | 148.57%-130.4pp | 345.39%-327.3pp |
| Employer contribution / active EE | $687 | $4,978-86.2% | $4,075-83.2% | $4,763-85.6% |
| Participant deferral / active EE | $687 | $6,369-89.2% | $5,525-87.6% | $5,851-88.3% |
| Admin fee / account holder | $2,808 | $10,705-73.8% | $8,593-67.3% | $11,598-75.8% |