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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 | $109,209 | $212,386-48.6% | $199,883-45.4% | $138,895-21.4% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 13.28% | 47.75%-34.5pp | 43.81%-30.5pp | 145.39%-132.1pp |
| Employer contribution / active EE | $12,645 | $6,625+90.9% | $6,261+101.9% | $4,194+201.5% |
| Participant deferral / active EE | $977 | $9,617-89.8% | $9,138-89.3% | $6,396-84.7% |
| Admin fee / account holder | $7,036 | $18,233-61.4% | $17,268-59.3% | $12,562-44.0% |