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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 | $53,333 | $197,637-73.0% | $177,848-70.0% | $158,982-66.5% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 10.04% | 58.77%-48.7pp | 48.33%-38.3pp | 302.99%-292.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,046 | $8,405-63.8% | $7,714-60.5% | $5,983-49.1% |
| Admin fee / account holder | $66,169 | $15,406+329.5% | $12,431+432.3% | $11,252+488.1% |