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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 | $22,505 | $108,942-79.3% | $100,415-77.6% | $145,897-84.6% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 11.44% | 58.27%-46.8pp | 49.47%-38.0pp | 552.29%-540.9pp |
| Employer contribution / active EE | $950 | $4,422-78.5% | $3,943-75.9% | $4,663-79.6% |
| Participant deferral / active EE | $1,303 | $8,461-84.6% | $8,091-83.9% | $6,689-80.5% |
| Admin fee / account holder | $6,021 | $9,702-37.9% | $7,906-23.8% | $13,390-55.0% |