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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 | $142,224 | $183,592-22.5% | $155,567-8.6% | $145,959-2.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 49.95% | 61.24%-11.3pp | 64.74%-14.8pp | 561.95%-512.0pp |
| Employer contribution / active EE | $2,558 | $5,315-51.9% | $4,674-45.3% | $4,661-45.1% |
| Participant deferral / active EE | $569 | $6,464-91.2% | $5,628-89.9% | $6,689-91.5% |
| Admin fee / account holder | $22,190 | $19,318+14.9% | $15,916+39.4% | $13,398+65.6% |