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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 | $23,974 | $159,934-85.0% | $147,005-83.7% | $145,959-83.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.37% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,285 | $5,287-56.8% | $4,934-53.7% | $4,661-51.0% |
| Participant deferral / active EE | $745 | $8,427-91.2% | $8,070-90.8% | $6,689-88.9% |
| Admin fee / account holder | $1,095 | $15,053-92.7% | $13,006-91.6% | $13,398-91.8% |