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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 | $30,470 | $126,113-75.8% | $116,096-73.8% | $155,188-80.4% |
| Participation rate | 33.3% | 75.1%-41.8pp | 73.3%-40.0pp | 80.8%-47.5pp |
| Annual return | 16.69% | 391.72%-375.0pp | 326.25%-309.6pp | 148.84%-132.2pp |
| Employer contribution / active EE | $667 | $2,672-75.0% | $2,503-73.3% | $4,248-84.3% |
| Participant deferral / active EE | $667 | $4,162-84.0% | $3,952-83.1% | $6,531-89.8% |
| Admin fee / account holder | $4,210 | $8,045-47.7% | $7,704-45.4% | $14,480-70.9% |