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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 | $183,592-74.3% | $155,567-69.6% | $145,959-67.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.26% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,167 | $5,315-78.0% | $4,674-75.0% | $4,661-75.0% |
| Participant deferral / active EE | $1,618 | $6,464-75.0% | $5,628-71.3% | $6,689-75.8% |
| Admin fee / account holder | $95,368 | $19,318+393.7% | $15,916+499.2% | $13,398+611.8% |