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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 | $158,680 | $90,486+75.4% | $78,676+101.7% | $273,972-42.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 4.91% | 75.62%-70.7pp | 62.19%-57.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $10,892 | $3,175+243.1% | $2,850+282.2% | $4,869+123.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $85,911 | $5,263+1532.3% | $4,510+1804.9% | $10,133+747.9% |