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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 | $63,028 | $110,410-42.9% | $102,437-38.5% | $145,897-56.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.49% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,542 | $4,217-16.0% | $3,871-8.5% | $4,663-24.0% |
| Participant deferral / active EE | $398 | $5,622-92.9% | $5,060-92.1% | $6,689-94.0% |
| Admin fee / account holder | $288,249 | $9,745+2857.9% | $8,388+3336.4% | $13,390+2052.7% |