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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 | $149,378 | $212,386-29.7% | $199,883-25.3% | $138,895+7.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 27.06% | 47.75%-20.7pp | 43.81%-16.7pp | 145.39%-118.3pp |
| Employer contribution / active EE | $14,654 | $6,625+121.2% | $6,261+134.0% | $4,194+249.4% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,333 | $18,233-59.8% | $17,268-57.5% | $12,562-41.6% |