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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 | $44,813 | $100,147-55.3% | $81,286-44.9% | $145,877-69.3% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.5%-10.7pp | 80.3%-21.5pp |
| Annual return | 10.09% | 34.44%-24.3pp | 24.80%-14.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $712 | $2,977-76.1% | $2,463-71.1% | $4,663-84.7% |
| Participant deferral / active EE | $766 | $4,607-83.4% | $3,883-80.3% | $6,691-88.6% |
| Admin fee / account holder | $827 | $8,201-89.9% | $5,764-85.7% | $13,402-93.8% |