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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 | $56,627 | $201,370-71.9% | $184,256-69.3% | $145,897-61.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.85% | 29.05%-19.2pp | 28.85%-19.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,705 | $7,024-75.7% | $6,427-73.5% | $4,663-63.4% |
| Participant deferral / active EE | $2,791 | $9,808-71.5% | $9,133-69.4% | $6,689-58.3% |
| Admin fee / account holder | $37,339 | $16,364+128.2% | $13,899+168.6% | $13,390+178.8% |