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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 | $75,795 | $61,125+24.0% | $94,057-19.4% | $87,485-13.4% |
| Participation rate | 6.5% | 64.1%-57.6pp | 73.3%-66.9pp | 68.9%-62.4pp |
| Annual return | 17.14% | 35.20%-18.1pp | 480.62%-463.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $219 | $2,136-89.8% | $2,933-92.5% | $2,596-91.6% |
| Participant deferral / active EE | $367 | $3,260-88.8% | $4,709-92.2% | $4,274-91.4% |
| Admin fee / account holder | $744 | $5,629-86.8% | $7,244-89.7% | $7,775-90.4% |