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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 | $185,312-81.4% | $161,489-78.6% | $154,746-77.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 11.70% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,218 | $4,769-74.5% | $4,268-71.5% | $4,379-72.2% |
| Participant deferral / active EE | $1,102 | $6,350-82.6% | $5,630-80.4% | $6,730-83.6% |
| Admin fee / account holder | $110,330 | $18,654+491.4% | $16,006+589.3% | $14,365+668.0% |