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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 | $166,635 | $201,259-17.2% | $184,200-9.5% | $145,959+14.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 18.89% | 28.98%-10.1pp | 28.80%-9.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $742 | $9,806-92.4% | $9,132-91.9% | $6,689-88.9% |
| Admin fee / account holder | $6,820 | $16,372-58.3% | $13,907-51.0% | $13,398-49.1% |