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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 | $55,660 | $162,136-65.7% | $152,301-63.5% | $154,746-64.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 12.16% | 91.02%-78.9pp | 80.50%-68.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,158 | $4,890-76.3% | $4,624-75.0% | $4,379-73.5% |
| Participant deferral / active EE | $1,512 | $8,341-81.9% | $8,004-81.1% | $6,730-77.5% |
| Admin fee / account holder | $115,232 | $15,759+631.2% | $14,398+700.3% | $14,365+702.2% |