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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 | $34,533 | $101,618-66.0% | $93,063-62.9% | $137,256-74.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 20.16% | 223.95%-203.8pp | 34.15%-14.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $317 | $2,707-88.3% | $2,476-87.2% | $4,156-92.4% |
| Participant deferral / active EE | $528 | $4,279-87.7% | $3,958-86.7% | $6,407-91.8% |
| Admin fee / account holder | $309 | $6,198-95.0% | $6,033-94.9% | $12,270-97.5% |