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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 | $223,823-77.0% | $211,142-75.6% | $154,746-66.7% |
| Participation rate | 28.6% | 87.9%-59.3pp | 87.3%-58.7pp | 80.7%-52.1pp |
| Annual return | 14.69% | 50.39%-35.7pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,146 | $9,750-88.2% | $9,284-87.7% | $6,730-83.0% |
| Admin fee / account holder | $46,252 | $19,707+134.7% | $19,076+142.5% | $14,365+222.0% |