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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 | $183,539-71.0% | $155,556-65.8% | $145,897-63.5% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.1pp | 80.3%-28.1pp |
| Annual return | 13.62% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,097 | $5,315-79.4% | $4,675-76.5% | $4,663-76.5% |
| Participant deferral / active EE | $1,611 | $6,467-75.1% | $5,631-71.4% | $6,689-75.9% |
| Admin fee / account holder | $77,412 | $19,275+301.6% | $15,885+387.3% | $13,390+478.1% |