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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 | $23,230 | $102,595-77.4% | $94,057-75.3% | $154,746-85.0% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 12.94% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $567 | $3,147-82.0% | $2,933-80.7% | $4,379-87.1% |
| Participant deferral / active EE | $662 | $5,118-87.1% | $4,709-86.0% | $6,730-90.2% |
| Admin fee / account holder | $8,739 | $7,736+13.0% | $7,244+20.6% | $14,365-39.2% |