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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 | $63,145 | $115,814-45.5% | $101,275-37.6% | $158,982-60.3% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.7pp | 82.0%-18.8pp |
| Annual return | 7.79% | 56.16%-48.4pp | 46.48%-38.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $15,521 | $4,176+271.7% | $3,660+324.1% | $4,763+225.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $527 | $7,249-92.7% | $5,948-91.1% | $11,252-95.3% |