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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 | $42,107 | $178,174-76.4% | $156,181-73.0% | $137,256-69.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 11.62% | 84.19%-72.6pp | 64.87%-53.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $10,335 | $4,972+107.9% | $4,294+140.7% | $4,156+148.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $298,472 | $17,404+1615.0% | $14,586+1946.3% | $12,270+2332.5% |