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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 | $77,995 | $108,922-28.4% | $100,398-22.3% | $145,978-46.6% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 16.39% | 58.04%-41.6pp | 49.32%-32.9pp | 550.52%-534.1pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $808 | $8,450-90.4% | $8,084-90.0% | $6,690-87.9% |
| Admin fee / account holder | $107,686 | $9,680+1012.4% | $7,893+1264.3% | $13,400+703.6% |