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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 | $34,494 | $181,062-80.9% | $158,223-78.2% | $155,188-77.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 11.70% | 57.39%-45.7pp | 52.09%-40.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,218 | $4,565-73.3% | $4,109-70.4% | $4,248-71.3% |
| Participant deferral / active EE | $1,102 | $6,134-82.0% | $5,467-79.8% | $6,531-83.1% |
| Admin fee / account holder | $110,330 | $18,825+486.1% | $16,047+587.5% | $14,480+662.0% |