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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 | $144,106 | $227,399-36.6% | $189,758-24.1% | $198,609-27.4% |
| Participation rate | 45.5% | 84.0%-38.5pp | 79.8%-34.3pp | 82.4%-36.9pp |
| Annual return | 8.24% | 61.03%-52.8pp | 52.62%-44.4pp | 202.70%-194.5pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,273 | $6,837-66.8% | $5,856-61.2% | $6,977-67.4% |
| Admin fee / account holder | $27,936 | $25,162+11.0% | $20,388+37.0% | $19,030+46.8% |