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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 | $115,150 | $212,386-45.8% | $199,883-42.4% | $138,895-17.1% |
| Participation rate | 54.5% | 87.4%-32.8pp | 86.8%-32.2pp | 79.9%-25.4pp |
| Annual return | 13.90% | 47.75%-33.8pp | 43.81%-29.9pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,490 | $9,617-84.5% | $9,138-83.7% | $6,396-76.7% |
| Admin fee / account holder | $3,056 | $18,233-83.2% | $17,268-82.3% | $12,562-75.7% |