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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 | $123,804 | $211,239-41.4% | $178,528-30.7% | $145,877-15.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.16% | 30.22%-17.1pp | 27.11%-14.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $6,302 | $4,570+37.9% | $3,950+59.5% | $4,663+35.2% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,648 | $12,095-61.6% | $10,419-55.4% | $13,402-65.3% |