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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 | $122,424 | $185,905-34.1% | $170,057-28.0% | $139,487-12.2% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 11.09% | 60.56%-49.5pp | 53.42%-42.3pp | 373.84%-362.8pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,300 | $11,627-88.8% | $10,411-87.5% | $6,713-80.6% |
| Admin fee / account holder | $1,036 | $15,397-93.3% | $12,826-91.9% | $11,407-90.9% |