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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 | $59,094 | $111,535-47.0% | $105,223-43.8% | $137,256-56.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.56% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $18,393 | $3,939+366.9% | $3,689+398.6% | $4,156+342.6% |
| Participant deferral / active EE | $666 | $5,500-87.9% | $5,072-86.9% | $6,407-89.6% |
| Admin fee / account holder | $8,712 | $9,721-10.4% | $8,859-1.7% | $12,270-29.0% |