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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 | $125,778-75.8% | $114,563-73.4% | $154,746-80.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | 16.69% | 295.14%-278.5pp | 241.09%-224.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $667 | $2,806-76.2% | $2,592-74.3% | $4,379-84.8% |
| Participant deferral / active EE | $667 | $4,445-85.0% | $4,142-83.9% | $6,730-90.1% |
| Admin fee / account holder | $4,210 | $8,190-48.6% | $7,623-44.8% | $14,365-70.7% |