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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 | $79,994 | $171,492-53.4% | $150,734-46.9% | $198,609-59.7% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 5.41% | 804.70%-799.3pp | 600.81%-595.4pp | 202.70%-197.3pp |
| Employer contribution / active EE | $1,452 | $5,470-73.4% | $4,918-70.5% | $5,055-71.3% |
| Participant deferral / active EE | $1,528 | $6,259-75.6% | $5,610-72.8% | $6,977-78.1% |
| Admin fee / account holder | $98,869 | $17,628+460.9% | $14,905+563.3% | $19,030+419.5% |