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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 | $61,908 | $185,883-66.7% | $170,043-63.6% | $139,466-55.6% |
| Participation rate | 61.5% | 87.8%-26.2pp | 87.0%-25.5pp | 80.3%-18.8pp |
| Annual return | 14.49% | 60.54%-46.0pp | 53.40%-38.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,729 | $11,626-85.1% | $10,410-83.4% | $6,712-74.2% |
| Admin fee / account holder | $12,657 | $15,393-17.8% | $12,824-1.3% | $11,409+10.9% |