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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 | $142,666 | $223,823-36.3% | $211,142-32.4% | $154,746-7.8% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 12.89% | 50.39%-37.5pp | 46.84%-33.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $16,106 | $6,787+137.3% | $6,442+150.0% | $4,379+267.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,395 | $19,707-92.9% | $19,076-92.7% | $14,365-90.3% |