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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 | $84,718 | $228,352-62.9% | $185,835-54.4% | $158,966-46.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 7.23% | 40.81%-33.6pp | 35.96%-28.7pp | 302.95%-295.7pp |
| Employer contribution / active EE | $780 | $4,967-84.3% | $4,087-80.9% | $4,762-83.6% |
| Participant deferral / active EE | $780 | $6,416-87.8% | $5,633-86.1% | $5,983-87.0% |
| Admin fee / account holder | $74,869 | $11,867+530.9% | $9,502+687.9% | $11,250+565.5% |