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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 | $39,382 | $112,112-64.9% | $95,956-59.0% | $158,950-75.2% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 10.95% | 171.15%-160.2pp | 91.63%-80.7pp | 302.91%-292.0pp |
| Employer contribution / active EE | $760 | $3,199-76.3% | $2,541-70.1% | $4,762-84.0% |
| Participant deferral / active EE | $916 | $4,784-80.9% | $4,167-78.0% | $5,983-84.7% |
| Admin fee / account holder | $918 | $10,134-90.9% | $6,797-86.5% | $11,248-91.8% |