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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 | $60,959 | $185,905-67.2% | $170,057-64.2% | $139,487-56.3% |
| Participation rate | 64.3% | 87.8%-23.5pp | 87.0%-22.7pp | 80.3%-16.1pp |
| Annual return | 14.11% | 60.56%-46.4pp | 53.42%-39.3pp | 373.84%-359.7pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,027 | $11,627-91.2% | $10,411-90.1% | $6,713-84.7% |
| Admin fee / account holder | $15,467 | $15,397+0.5% | $12,826+20.6% | $11,407+35.6% |