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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 | $66,351 | $166,242-60.1% | $165,071-59.8% | $145,884-54.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 18.99% | 100.44%-81.5pp | 70.17%-51.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $1,298 | $5,283-75.4% | $4,347-70.2% | $4,662-72.2% |
| Participant deferral / active EE | $1,298 | $6,964-81.4% | $6,035-78.5% | $6,690-80.6% |
| Admin fee / account holder | $2,275 | $16,658-86.3% | $12,695-82.1% | $13,392-83.0% |