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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 | $166,131-60.1% | $164,975-59.8% | $145,877-54.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 18.99% | 100.37%-81.4pp | 70.12%-51.1pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,298 | $5,276-75.4% | $4,343-70.1% | $4,663-72.2% |
| Participant deferral / active EE | $1,298 | $6,962-81.4% | $6,033-78.5% | $6,691-80.6% |
| Admin fee / account holder | $2,275 | $16,648-86.3% | $12,688-82.1% | $13,402-83.0% |