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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 | $61,499 | $135,956-54.8% | $123,894-50.4% | $273,972-77.6% |
| Participation rate | 16.7% | 84.1%-67.4pp | 81.4%-64.7pp | 83.0%-66.3pp |
| Annual return | 7.73% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,012 | $5,170-80.4% | $4,617-78.1% | $4,869-79.2% |
| Participant deferral / active EE | $1,895 | $6,343-70.1% | $5,984-68.3% | $5,287-64.2% |
| Admin fee / account holder | $171,965 | $9,817+1651.6% | $8,357+1957.7% | $10,133+1597.1% |