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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 | $129,737-54.5% | $119,126-50.4% | $154,746-61.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 20.56% | 379.08%-358.5pp | 282.11%-261.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $18,393 | $4,375+320.4% | $4,034+356.0% | $4,379+320.0% |
| Participant deferral / active EE | $666 | $5,842-88.6% | $5,318-87.5% | $6,730-90.1% |
| Admin fee / account holder | $8,712 | $11,961-27.2% | $10,693-18.5% | $14,365-39.4% |