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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 | $44,818 | $108,942-58.9% | $100,415-55.4% | $145,897-69.3% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 11.74% | 58.27%-46.5pp | 49.47%-37.7pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,982 | $4,422-55.2% | $3,943-49.7% | $4,663-57.5% |
| Participant deferral / active EE | $2,232 | $8,461-73.6% | $8,091-72.4% | $6,689-66.6% |
| Admin fee / account holder | $17,727 | $9,702+82.7% | $7,906+124.2% | $13,390+32.4% |