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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 | $58,995 | $108,882-45.8% | $96,754-39.0% | $154,746-61.9% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 12.57% | 98.39%-85.8pp | 82.04%-69.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $820 | $3,018-72.8% | $2,679-69.4% | $4,379-81.3% |
| Participant deferral / active EE | $838 | $5,323-84.3% | $4,758-82.4% | $6,730-87.6% |
| Admin fee / account holder | $457 | $10,200-95.5% | $8,905-94.9% | $14,365-96.8% |