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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 | $63,319 | $103,008-38.5% | $90,304-29.9% | $152,897-58.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 19.87% | 95.22%-75.3pp | 78.13%-58.3pp | 345.43%-325.6pp |
| Employer contribution / active EE | $628 | $3,139-80.0% | $2,855-78.0% | $4,764-86.8% |
| Participant deferral / active EE | $628 | $4,281-85.3% | $3,885-83.8% | $5,851-89.3% |
| Admin fee / account holder | $3,104 | $6,175-49.7% | $5,354-42.0% | $11,599-73.2% |