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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 | $104,505 | $176,120-40.7% | $159,487-34.5% | $167,553-37.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 13.34% | 331.95%-318.6pp | 263.71%-250.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,431 | $5,299-73.0% | $4,831-70.4% | $4,840-70.4% |
| Participant deferral / active EE | $1,431 | $7,752-81.5% | $7,354-80.5% | $6,343-77.4% |
| Admin fee / account holder | $19,335 | $12,561+53.9% | $10,804+79.0% | $12,316+57.0% |