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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 | $51,544 | $166,242-69.0% | $165,071-68.8% | $145,884-64.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 25.72% | 100.44%-74.7pp | 70.17%-44.4pp | 551.85%-526.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,270 | $6,964-81.8% | $6,035-79.0% | $6,690-81.0% |
| Admin fee / account holder | $118,135 | $16,658+609.2% | $12,695+830.6% | $13,392+782.1% |