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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 | $67,928 | $124,346-45.4% | $111,308-39.0% | $167,536-59.5% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 9.46% | 37.45%-28.0pp | 54.67%-45.2pp | 478.82%-469.4pp |
| Employer contribution / active EE | $5,590 | $3,437+62.6% | $2,732+104.6% | $4,839+15.5% |
| Participant deferral / active EE | $1,438 | $5,182-72.3% | $4,487-68.0% | $6,342-77.3% |
| Admin fee / account holder | $21,851 | $10,621+105.7% | $7,965+174.3% | $12,315+77.4% |