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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 | $125,184-24.8% | $105,607-10.9% | $145,884-35.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 39.34% | 225.00%-185.7pp | 116.11%-76.8pp | 551.85%-512.5pp |
| Employer contribution / active EE | $867 | $3,720-76.7% | $3,167-72.6% | $4,662-81.4% |
| Participant deferral / active EE | $1,213 | $5,714-78.8% | $5,011-75.8% | $6,690-81.9% |
| Admin fee / account holder | $50,000 | $17,133+191.8% | $10,958+356.3% | $13,392+273.4% |