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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 | $62,542 | $111,787-44.1% | $93,681-33.2% | $145,978-57.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 9.92% | 203.52%-193.6pp | 133.47%-123.6pp | 550.52%-540.6pp |
| Employer contribution / active EE | $800 | $3,093-74.1% | $2,422-67.0% | $4,662-82.8% |
| Participant deferral / active EE | $800 | $4,918-83.7% | $4,415-81.9% | $6,690-88.0% |
| Admin fee / account holder | $407 | $10,256-96.0% | $8,290-95.1% | $13,400-97.0% |