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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 | $61,000 | $148,623-59.0% | $135,974-55.1% | $139,466-56.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 42.82% | 79.30%-36.5pp | 68.30%-25.5pp | 373.66%-330.8pp |
| Employer contribution / active EE | $22,545 | $5,246+329.7% | $4,859+364.0% | $4,754+374.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20,484 | $12,406+65.1% | $10,767+90.3% | $11,409+79.5% |