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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 | $110,337-42.9% | $102,383-38.4% | $145,877-56.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.49% | 24.83%-10.3pp | 24.94%-10.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,542 | $4,216-16.0% | $3,870-8.5% | $4,663-24.0% |
| Participant deferral / active EE | $398 | $5,621-92.9% | $5,060-92.1% | $6,691-94.0% |
| Admin fee / account holder | $288,249 | $9,750+2856.5% | $8,391+3335.1% | $13,402+2050.8% |