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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 | $76,997 | $166,242-53.7% | $165,071-53.4% | $145,884-47.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.23% | 100.44%-85.2pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $9,467 | $5,283+79.2% | $4,347+117.8% | $4,662+103.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $807 | $16,658-95.2% | $12,695-93.6% | $13,392-94.0% |