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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 | $227,291-34.3% | $214,702-30.4% | $155,188-3.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 27.06% | 60.08%-33.0pp | 54.55%-27.5pp | 148.84%-121.8pp |
| Employer contribution / active EE | $14,654 | $6,772+116.4% | $6,461+126.8% | $4,248+245.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,333 | $20,413-64.1% | $19,830-63.0% | $14,480-49.4% |