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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 | $47,721 | $225,673-78.9% | $203,872-76.6% | $155,188-69.2% |
| Participation rate | 40.0% | 80.3%-40.3pp | 77.8%-37.8pp | 80.8%-40.8pp |
| Annual return | 19.25% | 95.91%-76.7pp | 85.11%-65.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $493 | $4,099-88.0% | $3,757-86.9% | $4,248-88.4% |
| Participant deferral / active EE | $493 | $6,893-92.9% | $6,388-92.3% | $6,531-92.5% |
| Admin fee / account holder | $556 | $12,327-95.5% | $11,730-95.3% | $14,480-96.2% |