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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 | $101,205 | $85,094+18.9% | $76,327+32.6% | $145,884-30.6% |
| Participation rate | 18.2% | 82.9%-64.7pp | 79.2%-61.0pp | 80.3%-62.1pp |
| Annual return | 12.69% | 13.13%-0.4pp | 13.79%-1.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $132 | $6,390-97.9% | $5,478-97.6% | $6,690-98.0% |
| Admin fee / account holder | $10,676 | $5,773+84.9% | $5,139+107.8% | $13,392-20.3% |