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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 | $110,276 | $185,883-40.7% | $170,043-35.1% | $139,466-20.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 18.45% | 60.54%-42.1pp | 53.40%-34.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,102 | $7,596-72.3% | $6,790-69.0% | $4,754-55.8% |
| Participant deferral / active EE | $2,242 | $11,626-80.7% | $10,410-78.5% | $6,712-66.6% |
| Admin fee / account holder | $31,510 | $15,393+104.7% | $12,824+145.7% | $11,409+176.2% |