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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 | $70,398 | $81,696-13.8% | $70,494-0.1% | $158,982-55.7% |
| Participation rate | 41.7% | 77.7%-36.1pp | 75.1%-33.4pp | 82.0%-40.3pp |
| Annual return | 11.55% | 208.70%-197.2pp | 109.16%-97.6pp | 302.99%-291.4pp |
| Employer contribution / active EE | $616 | $3,220-80.9% | $2,738-77.5% | $4,763-87.1% |
| Participant deferral / active EE | $52 | $4,558-98.9% | $3,711-98.6% | $5,983-99.1% |
| Admin fee / account holder | $2,812 | $6,200-54.6% | $3,848-26.9% | $11,252-75.0% |