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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 | $150,291 | $203,436-26.1% | $152,466-1.4% | $167,518-10.3% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.2%-33.8pp | 82.1%-37.7pp |
| Annual return | 8.91% | 13.80%-4.9pp | 757.33%-748.4pp | 478.71%-469.8pp |
| Employer contribution / active EE | $1,629 | $5,220-68.8% | $4,327-62.3% | $4,838-66.3% |
| Participant deferral / active EE | $1,629 | $6,716-75.7% | $5,820-72.0% | $6,342-74.3% |
| Admin fee / account holder | $138,171 | $22,506+513.9% | $15,805+774.2% | $12,312+1022.2% |