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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 | $201,370-30.9% | $184,256-24.4% | $145,897-4.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 9.80% | 29.05%-19.3pp | 28.85%-19.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,600 | $9,808-83.7% | $9,133-82.5% | $6,689-76.1% |
| Admin fee / account holder | $1,247 | $16,364-92.4% | $13,899-91.0% | $13,390-90.7% |