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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 | $103,481 | $166,131-37.7% | $164,975-37.3% | $145,877-29.1% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 9.66% | 100.37%-90.7pp | 70.12%-60.5pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,321 | $5,276-75.0% | $4,343-69.6% | $4,663-71.7% |
| Participant deferral / active EE | $1,021 | $6,962-85.3% | $6,033-83.1% | $6,691-84.7% |
| Admin fee / account holder | $5,610 | $16,648-66.3% | $12,688-55.8% | $13,402-58.1% |