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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 | $51,434 | $884,045-94.2% | $453,569-88.7% | $167,536-69.3% |
| Participation rate | 66.7% | 81.6%-14.9pp | 78.0%-11.4pp | 82.1%-15.4pp |
| Annual return | 13.17% | 29.49%-16.3pp | 64.43%-51.3pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,010 | $5,538-81.8% | $4,072-75.2% | $4,839-79.1% |
| Participant deferral / active EE | $1,851 | $7,898-76.6% | $6,211-70.2% | $6,342-70.8% |
| Admin fee / account holder | $67,153 | $22,063+204.4% | $11,214+498.8% | $12,315+445.3% |