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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 | $28,714 | $112,131-74.4% | $95,964-70.1% | $158,982-81.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 14.90% | 171.19%-156.3pp | 91.64%-76.7pp | 302.99%-288.1pp |
| Employer contribution / active EE | $770 | $3,199-75.9% | $2,541-69.7% | $4,763-83.8% |
| Participant deferral / active EE | $905 | $4,784-81.1% | $4,167-78.3% | $5,983-84.9% |
| Admin fee / account holder | $621 | $10,136-93.9% | $6,797-90.9% | $11,252-94.5% |