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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 | $56,660 | $115,903-51.1% | $100,528-43.6% | $158,966-64.4% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 14.43% | 34.80%-20.4pp | 30.90%-16.5pp | 302.95%-288.5pp |
| Employer contribution / active EE | $456 | $4,105-88.9% | $3,419-86.7% | $4,762-90.4% |
| Participant deferral / active EE | $456 | $6,677-93.2% | $6,271-92.7% | $5,983-92.4% |
| Admin fee / account holder | $464 | $11,000-95.8% | $8,084-94.3% | $11,250-95.9% |