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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 | $227,291-52.0% | $214,702-49.1% | $155,188-29.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 13.28% | 60.08%-46.8pp | 54.55%-41.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $12,645 | $6,772+86.7% | $6,461+95.7% | $4,248+197.7% |
| Participant deferral / active EE | $977 | $9,582-89.8% | $9,147-89.3% | $6,531-85.0% |
| Admin fee / account holder | $7,036 | $20,413-65.5% | $19,830-64.5% | $14,480-51.4% |