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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 | $54,606 | $152,619-64.2% | $125,195-56.4% | $152,909-64.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 18.52% | 54.85%-36.3pp | 43.79%-25.3pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,254 | $4,947-74.7% | $3,866-67.6% | $4,764-73.7% |
| Participant deferral / active EE | $1,642 | $5,869-72.0% | $4,937-66.8% | $5,851-71.9% |
| Admin fee / account holder | $107,754 | $13,437+701.9% | $9,704+1010.4% | $11,601+828.9% |