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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 | $166,020-53.6% | $164,866-53.3% | $145,959-47.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 15.23% | 100.08%-84.9pp | 69.97%-54.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $9,467 | $5,275+79.5% | $4,343+118.0% | $4,661+103.1% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $807 | $16,644-95.2% | $12,689-93.6% | $13,398-94.0% |