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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 | $25,234 | $160,070-84.2% | $147,117-82.8% | $145,897-82.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.05% | 98.69%-82.6pp | 420.54%-404.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,270 | $5,285-76.0% | $4,932-74.2% | $4,663-72.8% |
| Participant deferral / active EE | $1,992 | $8,419-76.3% | $8,065-75.3% | $6,689-70.2% |
| Admin fee / account holder | $729 | $15,035-95.2% | $12,993-94.4% | $13,390-94.6% |