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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 | $24,836 | $112,121-77.8% | $95,960-74.1% | $158,966-84.4% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 12.13% | 171.16%-159.0pp | 91.63%-79.5pp | 302.95%-290.8pp |
| Employer contribution / active EE | $659 | $3,199-79.4% | $2,541-74.1% | $4,762-86.2% |
| Participant deferral / active EE | $1,427 | $4,784-70.2% | $4,167-65.8% | $5,983-76.2% |
| Admin fee / account holder | $6,769 | $10,135-33.2% | $6,797-0.4% | $11,250-39.8% |