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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 | $66,235 | $160,070-58.6% | $147,117-55.0% | $145,897-54.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.97% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,341 | $5,285-74.6% | $4,932-72.8% | $4,663-71.2% |
| Participant deferral / active EE | $1,526 | $8,419-81.9% | $8,065-81.1% | $6,689-77.2% |
| Admin fee / account holder | $367 | $15,035-97.6% | $12,993-97.2% | $13,390-97.3% |