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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 | $25,422 | $102,595-75.2% | $94,057-73.0% | $154,746-83.6% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 21.79% | 583.42%-561.6pp | 480.62%-458.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $341 | $3,147-89.2% | $2,933-88.4% | $4,379-92.2% |
| Participant deferral / active EE | $692 | $5,118-86.5% | $4,709-85.3% | $6,730-89.7% |
| Admin fee / account holder | $4,339 | $7,736-43.9% | $7,244-40.1% | $14,365-69.8% |