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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 | $105,495 | $275,752-61.7% | $256,809-58.9% | $198,609-46.9% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 11.12% | 34.81%-23.7pp | 32.73%-21.6pp | 202.70%-191.6pp |
| Employer contribution / active EE | $6,646 | $7,721-13.9% | $7,263-8.5% | $5,055+31.5% |
| Participant deferral / active EE | $2,714 | $10,037-73.0% | $9,520-71.5% | $6,977-61.1% |
| Admin fee / account holder | $786,708 | $25,716+2959.2% | $25,146+3028.5% | $19,030+4034.0% |