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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 | $69,487 | $127,296-45.4% | $109,907-36.8% | $167,536-58.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 10.31% | 22.97%-12.7pp | 29.46%-19.1pp | 478.82%-468.5pp |
| Employer contribution / active EE | $364 | $3,325-89.1% | $2,844-87.2% | $4,839-92.5% |
| Participant deferral / active EE | $700 | $4,513-84.5% | $4,047-82.7% | $6,342-89.0% |
| Admin fee / account holder | $687 | $7,119-90.4% | $6,069-88.7% | $12,315-94.4% |