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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 | $117,000 | $201,370-41.9% | $184,256-36.5% | $145,897-19.8% |
| Participation rate | 43.8% | 87.5%-43.7pp | 86.8%-43.1pp | 80.3%-36.6pp |
| Annual return | 23.45% | 29.05%-5.6pp | 28.85%-5.4pp | 552.29%-528.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $980 | $9,808-90.0% | $9,133-89.3% | $6,689-85.3% |
| Admin fee / account holder | $1,656 | $16,364-89.9% | $13,899-88.1% | $13,390-87.6% |