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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 | $173,340-48.5% | $136,007-34.4% | $145,959-38.9% |
| Participation rate | 41.7% | 80.5%-38.8pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 7.76% | 1163.32%-1155.6pp | 579.32%-571.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,688 | $5,275-68.0% | $4,215-60.0% | $4,661-63.8% |
| Participant deferral / active EE | $1,481 | $8,699-83.0% | $7,024-78.9% | $6,689-77.9% |
| Admin fee / account holder | $101,884 | $9,954+923.5% | $6,858+1385.6% | $13,398+660.5% |