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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 | $70,661 | $148,629-52.5% | $135,982-48.0% | $139,487-49.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 13.12% | 79.33%-66.2pp | 68.32%-55.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $11,625 | $5,247+121.6% | $4,859+139.2% | $4,755+144.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,754 | $12,406-29.4% | $10,767-18.7% | $11,407-23.3% |