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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 | $51,480 | $209,336-75.4% | $197,124-73.9% | $137,256-62.5% |
| Participation rate | 28.6% | 87.3%-58.7pp | 86.7%-58.1pp | 80.0%-51.4pp |
| Annual return | 14.69% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,146 | $9,614-88.1% | $9,135-87.5% | $6,407-82.1% |
| Admin fee / account holder | $46,252 | $17,308+167.2% | $16,298+183.8% | $12,270+276.9% |