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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 | $64,845 | $114,119-43.2% | $107,187-39.5% | $138,895-53.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 14.32% | 273.21%-258.9pp | 204.55%-190.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $8,703 | $4,059+114.4% | $3,782+130.1% | $4,194+107.5% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,286 | $10,024-7.4% | $9,162+1.3% | $12,562-26.1% |