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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 | $24,587 | $227,633-89.2% | $189,597-87.0% | $167,553-85.3% |
| Participation rate | 43.8% | 82.5%-38.8pp | 78.4%-34.7pp | 82.1%-38.4pp |
| Annual return | 17.11% | 78.45%-61.3pp | 64.20%-47.1pp | 478.89%-461.8pp |
| Employer contribution / active EE | $746 | $5,317-86.0% | $4,412-83.1% | $4,840-84.6% |
| Participant deferral / active EE | $931 | $7,003-86.7% | $6,174-84.9% | $6,343-85.3% |
| Admin fee / account holder | $3,421 | $11,879-71.2% | $9,807-65.1% | $12,316-72.2% |