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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 | $212,386-75.8% | $199,883-74.2% | $138,895-62.9% |
| Participation rate | 28.6% | 87.4%-58.8pp | 86.8%-58.2pp | 79.9%-51.3pp |
| Annual return | 14.69% | 47.75%-33.1pp | 43.81%-29.1pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,146 | $9,617-88.1% | $9,138-87.5% | $6,396-82.1% |
| Admin fee / account holder | $46,252 | $18,233+153.7% | $17,268+167.9% | $12,562+268.2% |