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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 | $153,197 | $203,483-24.7% | $152,473+0.5% | $167,536-8.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.2%-28.2pp | 82.1%-32.1pp |
| Annual return | 12.47% | 13.80%-1.3pp | 757.59%-745.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,298 | $5,219-75.1% | $4,326-70.0% | $4,839-73.2% |
| Participant deferral / active EE | $1,961 | $6,711-70.8% | $5,817-66.3% | $6,342-69.1% |
| Admin fee / account holder | $13,591 | $22,521-39.7% | $15,811-14.0% | $12,315+10.4% |