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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 | $34,059 | $225,673-84.9% | $203,872-83.3% | $155,188-78.1% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 12.81% | 95.91%-83.1pp | 85.11%-72.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $250 | $4,099-93.9% | $3,757-93.3% | $4,248-94.1% |
| Participant deferral / active EE | $788 | $6,893-88.6% | $6,388-87.7% | $6,531-87.9% |
| Admin fee / account holder | $346 | $12,327-97.2% | $11,730-97.0% | $14,480-97.6% |