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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 | $73,988 | $99,995-26.0% | $85,063-13.0% | $145,978-49.3% |
| Participation rate | 30.4% | 74.1%-43.7pp | 67.5%-37.1pp | 80.3%-49.9pp |
| Annual return | 20.33% | 83.99%-63.7pp | 66.54%-46.2pp | 550.52%-530.2pp |
| Employer contribution / active EE | $560 | $3,231-82.7% | $2,727-79.5% | $4,662-88.0% |
| Participant deferral / active EE | $780 | $5,295-85.3% | $4,523-82.7% | $6,690-88.3% |
| Admin fee / account holder | $936 | $7,255-87.1% | $6,155-84.8% | $13,400-93.0% |