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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 | $96,814 | $160,028-39.5% | $147,080-34.2% | $145,884-33.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.01% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,123 | $8,422-74.8% | $8,066-73.7% | $6,690-68.3% |
| Admin fee / account holder | $20,567 | $15,030+36.8% | $12,989+58.3% | $13,392+53.6% |