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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 | $70,633 | $81,696-13.5% | $70,494+0.2% | $158,982-55.6% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 5.45% | 208.70%-203.3pp | 109.16%-103.7pp | 302.99%-297.5pp |
| Employer contribution / active EE | $8,665 | $3,220+169.1% | $2,738+216.5% | $4,763+81.9% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $21,659 | $6,200+249.4% | $3,848+462.9% | $11,252+92.5% |