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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 | $56,284 | $125,184-55.0% | $105,607-46.7% | $145,884-61.4% |
| Participation rate | 22.2% | 77.6%-55.4pp | 75.3%-53.1pp | 80.3%-58.1pp |
| Annual return | 8.45% | 225.00%-216.5pp | 116.11%-107.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $778 | $3,720-79.1% | $3,167-75.4% | $4,662-83.3% |
| Participant deferral / active EE | $778 | $5,714-86.4% | $5,011-84.5% | $6,690-88.4% |
| Admin fee / account holder | $323 | $17,133-98.1% | $10,958-97.1% | $13,392-97.6% |