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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 | $63,748 | $111,830-43.0% | $93,696-32.0% | $145,884-56.3% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 13.91% | 204.08%-190.2pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $588 | $3,093-81.0% | $2,422-75.7% | $4,662-87.4% |
| Participant deferral / active EE | $817 | $4,920-83.4% | $4,417-81.5% | $6,690-87.8% |
| Admin fee / account holder | $21,158 | $10,249+106.4% | $8,287+155.3% | $13,392+58.0% |