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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 | $82,347 | $112,112-26.5% | $95,956-14.2% | $158,950-48.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.10% | 171.15%-153.0pp | 91.63%-73.5pp | 302.91%-284.8pp |
| Employer contribution / active EE | $10,334 | $3,199+223.1% | $2,541+306.7% | $4,762+117.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,887 | $10,134-81.4% | $6,797-72.2% | $11,248-83.2% |