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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 | $50,251 | $157,296-68.1% | $141,191-64.4% | $152,897-67.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 20.25% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $992 | $5,262-81.2% | $4,736-79.1% | $4,764-79.2% |
| Participant deferral / active EE | $1,972 | $7,111-72.3% | $6,710-70.6% | $5,851-66.3% |
| Admin fee / account holder | $27,277 | $12,125+125.0% | $10,264+165.8% | $11,599+135.2% |