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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 | $28,358 | $111,878-74.7% | $93,727-69.7% | $145,897-80.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 20.96% | 204.28%-183.3pp | 133.83%-112.9pp | 552.29%-531.3pp |
| Employer contribution / active EE | $1,028 | $3,092-66.8% | $2,421-57.6% | $4,663-78.0% |
| Participant deferral / active EE | $606 | $4,920-87.7% | $4,417-86.3% | $6,689-90.9% |
| Admin fee / account holder | $324 | $10,256-96.8% | $8,292-96.1% | $13,390-97.6% |