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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 | $71,463 | $118,877-39.9% | $96,570-26.0% | $167,536-57.3% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.6pp |
| Annual return | 12.85% | 50.50%-37.7pp | 37.79%-24.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $482 | $3,121-84.6% | $2,357-79.6% | $4,839-90.0% |
| Participant deferral / active EE | $634 | $4,617-86.3% | $3,849-83.5% | $6,342-90.0% |
| Admin fee / account holder | $658 | $8,069-91.8% | $6,182-89.4% | $12,315-94.7% |