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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 | $45,073 | $166,089-72.9% | $164,928-72.7% | $145,978-69.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.97% | 100.26%-90.3pp | 70.08%-60.1pp | 550.52%-540.5pp |
| Employer contribution / active EE | $4,226 | $5,276-19.9% | $4,343-2.7% | $4,662-9.3% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $628 | $16,641-96.2% | $12,684-95.1% | $13,400-95.3% |