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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 | $21,795 | $225,673-90.3% | $203,872-89.3% | $155,188-86.0% |
| Participation rate | 28.6% | 80.3%-51.7pp | 77.8%-49.2pp | 80.8%-52.2pp |
| Annual return | 21.42% | 95.91%-74.5pp | 85.11%-63.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $421 | $4,099-89.7% | $3,757-88.8% | $4,248-90.1% |
| Participant deferral / active EE | $948 | $6,893-86.2% | $6,388-85.2% | $6,531-85.5% |
| Admin fee / account holder | $1,194 | $12,327-90.3% | $11,730-89.8% | $14,480-91.8% |