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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 | $93,082 | $97,751-4.8% | $103,447-10.0% | $145,877-36.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 14.51% | 25.43%-10.9pp | 23.92%-9.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,190 | $4,684-31.9% | $4,678-31.8% | $4,663-31.6% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,645 | $12,515-86.9% | $9,415-82.5% | $13,402-87.7% |