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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 | $76,472 | $227,291-66.4% | $214,702-64.4% | $155,188-50.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 11.44% | 60.08%-48.6pp | 54.55%-43.1pp | 148.84%-137.4pp |
| Employer contribution / active EE | $7,029 | $6,772+3.8% | $6,461+8.8% | $4,248+65.5% |
| Participant deferral / active EE | $2,802 | $9,582-70.8% | $9,147-69.4% | $6,531-57.1% |
| Admin fee / account holder | $21,903 | $20,413+7.3% | $19,830+10.5% | $14,480+51.3% |