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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 | $30,345 | $160,040-81.0% | $147,096-79.4% | $145,877-79.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.85% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,480 | $5,289-72.0% | $4,936-70.0% | $4,663-68.3% |
| Participant deferral / active EE | $1,480 | $8,429-82.4% | $8,071-81.7% | $6,691-77.9% |
| Admin fee / account holder | $192,768 | $15,050+1180.9% | $13,005+1382.2% | $13,402+1338.3% |