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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 | $48,267 | $129,737-62.8% | $119,126-59.5% | $154,746-68.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 11.39% | 379.08%-367.7pp | 282.11%-270.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $11,804 | $4,375+169.8% | $4,034+192.7% | $4,379+169.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,264 | $11,961+52.7% | $10,693+70.8% | $14,365+27.1% |