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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 | $72,598 | $209,336-65.3% | $197,124-63.2% | $137,256-47.1% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 11.85% | 48.09%-36.2pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,904 | $9,614-80.2% | $9,135-79.2% | $6,407-70.3% |
| Admin fee / account holder | $28,396 | $17,308+64.1% | $16,298+74.2% | $12,270+131.4% |