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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 | $60,830 | $225,673-73.0% | $203,872-70.2% | $155,188-60.8% |
| Participation rate | 12.5% | 80.3%-67.8pp | 77.8%-65.3pp | 80.8%-68.3pp |
| Annual return | 11.96% | 95.91%-83.9pp | 85.11%-73.1pp | 148.84%-136.9pp |
| Employer contribution / active EE | $204 | $4,099-95.0% | $3,757-94.6% | $4,248-95.2% |
| Participant deferral / active EE | $522 | $6,893-92.4% | $6,388-91.8% | $6,531-92.0% |
| Admin fee / account holder | $15,942 | $12,327+29.3% | $11,730+35.9% | $14,480+10.1% |