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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 | $97,884 | $160,040-38.8% | $147,096-33.5% | $145,877-32.9% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 15.50% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,713 | $5,289-29.8% | $4,936-24.8% | $4,663-20.4% |
| Participant deferral / active EE | $200 | $8,429-97.6% | $8,071-97.5% | $6,691-97.0% |
| Admin fee / account holder | $289,472 | $15,050+1823.4% | $13,005+2125.8% | $13,402+2059.9% |