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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 | $97,125-39.3% | $86,233-31.6% | $137,256-57.0% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.0%-23.6pp | 80.0%-34.5pp |
| Annual return | 12.57% | 74.19%-61.6pp | 61.39%-48.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $820 | $2,841-71.1% | $2,504-67.3% | $4,156-80.3% |
| Participant deferral / active EE | $838 | $5,180-83.8% | $4,559-81.6% | $6,407-86.9% |
| Admin fee / account holder | $457 | $9,725-95.3% | $8,342-94.5% | $12,270-96.3% |