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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 | $26,015 | $202,440-87.1% | $169,390-84.6% | $139,466-81.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 15.83% | 532.36%-516.5pp | 406.07%-390.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,290 | $4,693-72.5% | $4,013-67.9% | $4,754-72.9% |
| Participant deferral / active EE | $984 | $6,940-85.8% | $6,222-84.2% | $6,712-85.3% |
| Admin fee / account holder | $1,480 | $10,722-86.2% | $9,015-83.6% | $11,409-87.0% |