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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 | $22,265 | $110,286-79.8% | $96,569-76.9% | $139,427-84.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 12.31% | 26.39%-14.1pp | 25.87%-13.6pp | 373.27%-361.0pp |
| Employer contribution / active EE | $843 | $3,619-76.7% | $2,965-71.6% | $4,752-82.3% |
| Participant deferral / active EE | $1,206 | $5,546-78.3% | $4,851-75.1% | $6,711-82.0% |
| Admin fee / account holder | $6,581 | $11,592-43.2% | $8,251-20.2% | $11,404-42.3% |