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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 | $21,947 | $148,623-85.2% | $135,974-83.9% | $139,466-84.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 88.34% | 79.30%+9.0pp | 68.30%+20.0pp | 373.66%-285.3pp |
| Employer contribution / active EE | $12,258 | $5,246+133.6% | $4,859+152.3% | $4,754+157.8% |
| Participant deferral / active EE | $1,635 | $8,103-79.8% | $7,760-78.9% | $6,712-75.6% |
| Admin fee / account holder | $5,895 | $12,406-52.5% | $10,767-45.3% | $11,409-48.3% |