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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 | $20,333 | $110,039-81.5% | $97,260-79.1% | $145,884-86.1% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 12.75% | 244.44%-231.7pp | 75.54%-62.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $376 | $3,074-87.8% | $2,721-86.2% | $4,662-91.9% |
| Participant deferral / active EE | $510 | $4,674-89.1% | $4,262-88.0% | $6,690-92.4% |
| Admin fee / account holder | $6,252 | $6,204+0.8% | $5,640+10.9% | $13,392-53.3% |