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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 | $17,568 | $88,815-80.2% | $81,882-78.5% | $145,897-88.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 10.61% | 1033.75%-1023.1pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $529 | $3,086-82.9% | $2,916-81.9% | $4,663-88.7% |
| Participant deferral / active EE | $547 | $4,647-88.2% | $4,323-87.3% | $6,689-91.8% |
| Admin fee / account holder | $8,936 | $8,434+5.9% | $7,360+21.4% | $13,390-33.3% |