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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 | $43,174 | $225,673-80.9% | $203,872-78.8% | $155,188-72.2% |
| Participation rate | 57.1% | 80.3%-23.2pp | 77.8%-20.7pp | 80.8%-23.7pp |
| Annual return | 14.39% | 95.91%-81.5pp | 85.11%-70.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $791 | $4,099-80.7% | $3,757-78.9% | $4,248-81.4% |
| Participant deferral / active EE | $74 | $6,893-98.9% | $6,388-98.8% | $6,531-98.9% |
| Admin fee / account holder | $24,118 | $12,327+95.6% | $11,730+105.6% | $14,480+66.6% |