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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 | $58,684 | $227,633-74.2% | $189,597-69.0% | $167,553-65.0% |
| Participation rate | 14.3% | 82.5%-68.2pp | 78.4%-64.2pp | 82.1%-67.8pp |
| Annual return | 11.76% | 78.45%-66.7pp | 64.20%-52.4pp | 478.89%-467.1pp |
| Employer contribution / active EE | $665 | $5,317-87.5% | $4,412-84.9% | $4,840-86.3% |
| Participant deferral / active EE | $665 | $7,003-90.5% | $6,174-89.2% | $6,343-89.5% |
| Admin fee / account holder | $24,119 | $11,879+103.0% | $9,807+145.9% | $12,316+95.8% |