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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 | $94,132 | $126,519-25.6% | $106,201-11.4% | $145,959-35.5% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 39.34% | 225.10%-185.8pp | 116.26%-76.9pp | 561.95%-522.6pp |
| Employer contribution / active EE | $867 | $3,726-76.7% | $3,170-72.7% | $4,661-81.4% |
| Participant deferral / active EE | $1,213 | $5,716-78.8% | $5,012-75.8% | $6,689-81.9% |
| Admin fee / account holder | $50,000 | $17,312+188.8% | $11,039+352.9% | $13,398+273.2% |