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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 | $126,172 | $159,978-21.1% | $147,041-14.2% | $145,978-13.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.33% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $5,977 | $5,288+13.0% | $4,935+21.1% | $4,662+28.2% |
| Participant deferral / active EE | $1,600 | $8,429-81.0% | $8,071-80.2% | $6,690-76.1% |
| Admin fee / account holder | $1,234 | $15,053-91.8% | $13,006-90.5% | $13,400-90.8% |