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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 | $88,692 | $185,883-52.3% | $170,043-47.8% | $139,466-36.4% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 14.27% | 60.54%-46.3pp | 53.40%-39.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,600 | $7,596-78.9% | $6,790-76.4% | $4,754-66.3% |
| Participant deferral / active EE | $1,600 | $11,626-86.2% | $10,410-84.6% | $6,712-76.2% |
| Admin fee / account holder | $47,321 | $15,393+207.4% | $12,824+269.0% | $11,409+314.8% |