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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 | $30,153 | $103,008-70.7% | $90,304-66.6% | $152,897-80.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 22.76% | 95.22%-72.5pp | 78.13%-55.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $4,981 | $3,139+58.7% | $2,855+74.5% | $4,764+4.6% |
| Participant deferral / active EE | $333 | $4,281-92.2% | $3,885-91.4% | $5,851-94.3% |
| Admin fee / account holder | $370 | $6,175-94.0% | $5,354-93.1% | $11,599-96.8% |