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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 | $74,935 | $110,830-32.4% | $86,625-13.5% | $167,553-55.3% |
| Participation rate | 33.3% | 75.8%-42.5pp | 71.6%-38.3pp | 82.1%-48.8pp |
| Annual return | 12.20% | 116.99%-104.8pp | 63.52%-51.3pp | 478.89%-466.7pp |
| Employer contribution / active EE | $493 | $3,245-84.8% | $2,496-80.2% | $4,840-89.8% |
| Participant deferral / active EE | $611 | $4,548-86.6% | $3,700-83.5% | $6,343-90.4% |
| Admin fee / account holder | $696 | $8,420-91.7% | $5,830-88.1% | $12,316-94.3% |