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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 | $27,756 | $148,623-81.3% | $135,974-79.6% | $139,466-80.1% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 12.60% | 79.30%-66.7pp | 68.30%-55.7pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,875 | $5,246-64.3% | $4,859-61.4% | $4,754-60.6% |
| Participant deferral / active EE | $2,271 | $8,103-72.0% | $7,760-70.7% | $6,712-66.2% |
| Admin fee / account holder | $47,092 | $12,406+279.6% | $10,767+337.4% | $11,409+312.8% |