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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 | $96,178 | $166,131-42.1% | $164,975-41.7% | $145,877-34.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 9.19% | 100.37%-91.2pp | 70.12%-60.9pp | 551.28%-542.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,433 | $6,962-79.4% | $6,033-76.3% | $6,691-78.6% |
| Admin fee / account holder | $36,336 | $16,648+118.3% | $12,688+186.4% | $13,402+171.1% |