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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 | $43,525 | $212,386-79.5% | $199,883-78.2% | $138,895-68.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 15.91% | 47.75%-31.8pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,208 | $9,617-77.0% | $9,138-75.8% | $6,396-65.5% |
| Admin fee / account holder | $382 | $18,233-97.9% | $17,268-97.8% | $12,562-97.0% |