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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 | $89,921 | $165,939-45.8% | $122,354-26.5% | $147,586-39.1% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 9.68% | 34.56%-24.9pp | 30.28%-20.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $1,260 | $5,754-78.1% | $4,051-68.9% | $4,876-74.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,252 | $7,425+38.1% | $5,479+87.1% | $10,886-5.8% |