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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 | $53,246 | $183,516-71.0% | $155,534-65.8% | $145,884-63.5% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.0pp | 80.3%-28.1pp |
| Annual return | 13.62% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,097 | $5,315-79.4% | $4,675-76.5% | $4,662-76.5% |
| Participant deferral / active EE | $1,611 | $6,467-75.1% | $5,630-71.4% | $6,690-75.9% |
| Admin fee / account holder | $77,412 | $19,293+301.2% | $15,900+386.9% | $13,392+478.1% |