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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 | $67,996 | $157,304-56.8% | $141,197-51.8% | $152,909-55.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.26% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $974 | $5,263-81.5% | $4,736-79.4% | $4,764-79.6% |
| Participant deferral / active EE | $974 | $7,111-86.3% | $6,710-85.5% | $5,851-83.4% |
| Admin fee / account holder | $523 | $12,126-95.7% | $10,265-94.9% | $11,601-95.5% |