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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 | $149,700 | $209,428-28.5% | $178,498-16.1% | $158,950-5.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 9.14% | 188.78%-179.6pp | 151.09%-142.0pp | 302.91%-293.8pp |
| Employer contribution / active EE | $1,329 | $5,707-76.7% | $5,011-73.5% | $4,762-72.1% |
| Participant deferral / active EE | $87 | $5,955-98.5% | $5,202-98.3% | $5,983-98.5% |
| Admin fee / account holder | $48,651 | $17,077+184.9% | $13,985+247.9% | $11,248+332.5% |