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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 | $86,702 | $196,972-56.0% | $182,262-52.4% | $198,609-56.3% |
| Participation rate | 38.5% | 85.7%-47.2pp | 84.2%-45.8pp | 82.4%-43.9pp |
| Annual return | 12.70% | 158.27%-145.6pp | 140.60%-127.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $3,104 | $5,364-42.1% | $5,046-38.5% | $5,055-38.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,823 | $18,429+13.0% | $16,712+24.6% | $19,030+9.4% |