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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 | $35,583 | $183,539-80.6% | $155,556-77.1% | $145,897-75.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 9.67% | 61.31%-51.6pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,324 | $5,315-75.1% | $4,675-71.7% | $4,663-71.6% |
| Participant deferral / active EE | $850 | $6,467-86.9% | $5,631-84.9% | $6,689-87.3% |
| Admin fee / account holder | $580 | $19,275-97.0% | $15,885-96.3% | $13,390-95.7% |