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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 | $75,935 | $148,623-48.9% | $135,974-44.2% | $139,466-45.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 26.60% | 79.30%-52.7pp | 68.30%-41.7pp | 373.66%-347.1pp |
| Employer contribution / active EE | $1,057 | $5,246-79.8% | $4,859-78.2% | $4,754-77.8% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $759 | $12,406-93.9% | $10,767-93.0% | $11,409-93.3% |