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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 | $47,233 | $183,516-74.3% | $155,534-69.6% | $145,884-67.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.26% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,167 | $5,315-78.0% | $4,675-75.0% | $4,662-75.0% |
| Participant deferral / active EE | $1,618 | $6,467-75.0% | $5,630-71.3% | $6,690-75.8% |
| Admin fee / account holder | $95,368 | $19,293+394.3% | $15,900+499.8% | $13,392+612.1% |