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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 | $25,144 | $110,410-77.2% | $102,437-75.5% | $145,897-82.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.63% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $914 | $4,217-78.3% | $3,871-76.4% | $4,663-80.4% |
| Participant deferral / active EE | $1,320 | $5,622-76.5% | $5,060-73.9% | $6,689-80.3% |
| Admin fee / account holder | $512 | $9,745-94.7% | $8,388-93.9% | $13,390-96.2% |