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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 | $111,814-74.6% | $93,654-69.7% | $145,959-80.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 20.96% | 203.30%-182.3pp | 133.34%-112.4pp | 561.95%-541.0pp |
| Employer contribution / active EE | $1,028 | $3,092-66.8% | $2,421-57.5% | $4,661-78.0% |
| Participant deferral / active EE | $606 | $4,914-87.7% | $4,413-86.3% | $6,689-90.9% |
| Admin fee / account holder | $324 | $10,246-96.8% | $8,282-96.1% | $13,398-97.6% |