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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 | $84,535 | $125,778-32.8% | $114,563-26.2% | $154,746-45.4% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.9%-45.6pp | 80.7%-53.4pp |
| Annual return | 13.21% | 295.14%-281.9pp | 241.09%-227.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $613 | $2,806-78.1% | $2,592-76.3% | $4,379-86.0% |
| Participant deferral / active EE | $613 | $4,445-86.2% | $4,142-85.2% | $6,730-90.9% |
| Admin fee / account holder | $3,453 | $8,190-57.8% | $7,623-54.7% | $14,365-76.0% |