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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 | $19,545 | $105,145-81.4% | $94,664-79.4% | $139,466-86.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 18.56% | 38.09%-19.5pp | 156.84%-138.3pp | 373.66%-355.1pp |
| Employer contribution / active EE | $984 | $4,107-76.0% | $3,673-73.2% | $4,754-79.3% |
| Participant deferral / active EE | $2,056 | $7,599-72.9% | $7,417-72.3% | $6,712-69.4% |
| Admin fee / account holder | $398 | $8,972-95.6% | $7,222-94.5% | $11,409-96.5% |