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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 | $76,683 | $106,280-27.8% | $96,538-20.6% | $139,487-45.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 11.64% | 38.48%-26.8pp | 35.74%-24.1pp | 373.84%-362.2pp |
| Employer contribution / active EE | $13,833 | $4,107+236.8% | $3,740+269.9% | $4,755+190.9% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,814 | $7,888-64.3% | $6,737-58.2% | $11,407-75.3% |