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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 | $91,512 | $154,193-40.7% | $130,045-29.6% | $139,466-34.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.19% | 32.51%-18.3pp | -137.30%+151.5pp | 373.66%-359.5pp |
| Employer contribution / active EE | $6,249 | $5,292+18.1% | $4,321+44.6% | $4,754+31.5% |
| Participant deferral / active EE | $778 | $6,709-88.4% | $5,820-86.6% | $6,712-88.4% |
| Admin fee / account holder | $2,100 | $13,989-85.0% | $10,600-80.2% | $11,409-81.6% |