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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 | $82,963 | $209,336-60.4% | $197,124-57.9% | $137,256-39.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 11.97% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,000 | $9,614-89.6% | $9,135-89.1% | $6,407-84.4% |
| Admin fee / account holder | $23,648 | $17,308+36.6% | $16,298+45.1% | $12,270+92.7% |