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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 | $87,054 | $100,895-13.7% | $90,430-3.7% | $158,950-45.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 11.95% | 1725.54%-1713.6pp | 1293.73%-1281.8pp | 302.91%-291.0pp |
| Employer contribution / active EE | $2,100 | $3,689-43.1% | $3,262-35.6% | $4,762-55.9% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $889 | $6,505-86.3% | $5,613-84.2% | $11,248-92.1% |