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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 | $125,897 | $201,259-37.4% | $184,200-31.7% | $145,959-13.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 20.38% | 28.98%-8.6pp | 28.80%-8.4pp | 561.95%-541.6pp |
| Employer contribution / active EE | $34,500 | $7,018+391.6% | $6,424+437.1% | $4,661+640.2% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,679 | $16,372-59.2% | $13,907-52.0% | $13,398-50.2% |