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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 | $80,626 | $71,230+13.2% | $93,727-14.0% | $80,959-0.4% |
| Participation rate | 12.9% | 60.4%-47.5pp | 68.7%-55.8pp | 67.7%-54.8pp |
| Annual return | 18.14% | 11.26%+6.9pp | 133.83%-115.7pp | 35.67%-17.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $943 | $4,037-76.6% | $4,417-78.6% | $4,300-78.1% |
| Admin fee / account holder | $9,499 | $6,961+36.5% | $8,292+14.6% | $6,925+37.2% |