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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 | $113,763 | $72,465+57.0% | $67,575+68.3% | $145,884-22.0% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 11.70% | 7222.56%-7210.9pp | 3528.98%-3517.3pp | 551.85%-540.1pp |
| Employer contribution / active EE | $9,857 | $3,074+220.7% | $2,736+260.3% | $4,662+111.4% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $45,375 | $5,515+722.7% | $3,993+1036.4% | $13,392+238.8% |