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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 | $34,445 | $115,796-70.3% | $101,264-66.0% | $158,950-78.3% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 9.67% | 56.15%-46.5pp | 46.48%-36.8pp | 302.91%-293.2pp |
| Employer contribution / active EE | $16,035 | $4,175+284.1% | $3,660+338.1% | $4,762+236.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,664 | $7,247+33.3% | $5,947+62.5% | $11,248-14.1% |