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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 | $30,073 | $225,673-86.7% | $203,872-85.2% | $155,188-80.6% |
| Participation rate | 55.6% | 80.3%-24.8pp | 77.8%-22.2pp | 80.8%-25.2pp |
| Annual return | 13.62% | 95.91%-82.3pp | 85.11%-71.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $291 | $4,099-92.9% | $3,757-92.3% | $4,248-93.1% |
| Participant deferral / active EE | $342 | $6,893-95.0% | $6,388-94.6% | $6,531-94.8% |
| Admin fee / account holder | $1,048 | $12,327-91.5% | $11,730-91.1% | $14,480-92.8% |