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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 | $97,078-4.1% | $103,065-9.7% | $145,897-36.2% |
| Participation rate | 66.7% | 81.1%-14.5pp | 80.6%-13.9pp | 80.3%-13.6pp |
| Annual return | 14.51% | 25.49%-11.0pp | 23.95%-9.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,190 | $4,680-31.8% | $4,675-31.8% | $4,663-31.6% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,645 | $12,505-86.8% | $9,349-82.4% | $13,390-87.7% |