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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 | $14,136 | $111,535-87.3% | $105,223-86.6% | $137,256-89.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.92% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $834 | $3,939-78.8% | $3,689-77.4% | $4,156-79.9% |
| Participant deferral / active EE | $1,333 | $5,500-75.8% | $5,072-73.7% | $6,407-79.2% |
| Admin fee / account holder | $1,396 | $9,721-85.6% | $8,859-84.2% | $12,270-88.6% |