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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 | $79,949 | $160,070-50.1% | $147,117-45.7% | $145,897-45.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.32% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,387 | $5,285-73.7% | $4,932-71.9% | $4,663-70.2% |
| Participant deferral / active EE | $1,846 | $8,419-78.1% | $8,065-77.1% | $6,689-72.4% |
| Admin fee / account holder | $62,416 | $15,035+315.1% | $12,993+380.4% | $13,390+366.1% |