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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 | $90,791 | $109,872-17.4% | $98,483-7.8% | $167,536-45.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 22.32% | 1959.31%-1937.0pp | 1494.38%-1472.1pp | 478.82%-456.5pp |
| Employer contribution / active EE | $3,239 | $3,225+0.4% | $2,961+9.4% | $4,839-33.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,339 | $6,757-35.8% | $5,953-27.1% | $12,315-64.8% |