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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 | $89,222 | $168,626-47.1% | $133,698-33.3% | $145,897-38.8% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.4%-34.8pp | 80.3%-38.6pp |
| Annual return | 7.76% | 1168.99%-1161.2pp | 580.90%-573.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,688 | $5,290-68.1% | $4,218-60.0% | $4,663-63.8% |
| Participant deferral / active EE | $1,481 | $8,688-83.0% | $7,016-78.9% | $6,689-77.9% |
| Admin fee / account holder | $101,884 | $9,638+957.1% | $6,703+1420.0% | $13,390+660.9% |