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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 | $139,219 | $201,259-30.8% | $184,200-24.4% | $145,959-4.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 9.80% | 28.98%-19.2pp | 28.80%-19.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,600 | $9,806-83.7% | $9,132-82.5% | $6,689-76.1% |
| Admin fee / account holder | $1,247 | $16,372-92.4% | $13,907-91.0% | $13,398-90.7% |