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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 | $49,779 | $225,673-77.9% | $203,872-75.6% | $155,188-67.9% |
| Participation rate | 44.4% | 80.3%-35.9pp | 77.8%-33.4pp | 80.8%-36.4pp |
| Annual return | 12.29% | 95.91%-83.6pp | 85.11%-72.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $905 | $4,099-77.9% | $3,757-75.9% | $4,248-78.7% |
| Participant deferral / active EE | $245 | $6,893-96.4% | $6,388-96.2% | $6,531-96.3% |
| Admin fee / account holder | $11,194 | $12,327-9.2% | $11,730-4.6% | $14,480-22.7% |