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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 | $201,344-71.9% | $184,243-69.3% | $145,877-61.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.85% | 29.01%-19.2pp | 28.82%-19.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,705 | $7,022-75.7% | $6,427-73.5% | $4,663-63.4% |
| Participant deferral / active EE | $2,791 | $9,807-71.5% | $9,132-69.4% | $6,691-58.3% |
| Admin fee / account holder | $37,339 | $16,382+127.9% | $13,914+168.4% | $13,402+178.6% |