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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 | $147,764 | $160,028-7.7% | $147,080+0.5% | $145,884+1.3% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 17.76% | 98.60%-80.8pp | 420.17%-402.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $26,207 | $5,286+395.8% | $4,933+431.2% | $4,662+462.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $33,231 | $15,030+121.1% | $12,989+155.8% | $13,392+148.1% |