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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 | $96,844 | $201,264-51.9% | $184,185-47.4% | $145,978-33.7% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 10.82% | 29.00%-18.2pp | 28.81%-18.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $819 | $9,806-91.6% | $9,132-91.0% | $6,690-87.8% |
| Admin fee / account holder | $13,087 | $16,376-20.1% | $13,909-5.9% | $13,400-2.3% |