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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 | $62,996 | $103,038-38.9% | $90,324-30.3% | $152,909-58.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 15.72% | 95.25%-79.5pp | 78.15%-62.4pp | 345.46%-329.7pp |
| Employer contribution / active EE | $260 | $3,141-91.7% | $2,856-90.9% | $4,764-94.5% |
| Participant deferral / active EE | $260 | $4,282-93.9% | $3,885-93.3% | $5,851-95.6% |
| Admin fee / account holder | $995 | $6,177-83.9% | $5,356-81.4% | $11,601-91.4% |