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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 | $115,344 | $210,510-45.2% | $153,500-24.9% | $145,877-20.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.05% | 13.45%-4.4pp | 15.70%-6.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,026 | $7,974-74.6% | $6,756-70.0% | $6,691-69.7% |
| Admin fee / account holder | $54,773 | $19,455+181.5% | $12,736+330.1% | $13,402+308.7% |