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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 | $24,067 | $208,088-88.4% | $186,193-87.1% | $154,746-84.4% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 83.35% | 89.97%-6.6pp | 78.03%+5.3pp | 172.34%-89.0pp |
| Employer contribution / active EE | $1,187 | $4,340-72.7% | $3,918-69.7% | $4,379-72.9% |
| Participant deferral / active EE | $640 | $7,078-91.0% | $6,513-90.2% | $6,730-90.5% |
| Admin fee / account holder | $15,269 | $11,698+30.5% | $11,058+38.1% | $14,365+6.3% |