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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 | $35,223 | $100,911-65.1% | $90,440-61.1% | $158,966-77.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.13% | 1726.62%-1711.5pp | 1294.38%-1279.3pp | 302.95%-287.8pp |
| Employer contribution / active EE | $25,704 | $3,690+596.5% | $3,263+687.7% | $4,762+439.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,917 | $6,507+98.5% | $5,615+130.1% | $11,250+14.8% |