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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 | $87,098 | $107,363-18.9% | $92,909-6.3% | $152,897-43.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 19.14% | 145.63%-126.5pp | 109.44%-90.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $824 | $4,222-80.5% | $3,653-77.4% | $4,764-82.7% |
| Participant deferral / active EE | $824 | $4,848-83.0% | $4,238-80.6% | $5,851-85.9% |
| Admin fee / account holder | $102,219 | $7,082+1343.5% | $5,795+1663.9% | $11,599+781.2% |