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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 | $80,582 | $197,625-59.2% | $177,840-54.7% | $158,966-49.3% |
| Participation rate | 52.6% | 88.5%-35.9pp | 87.7%-35.1pp | 82.0%-29.3pp |
| Annual return | 8.69% | 58.76%-50.1pp | 48.32%-39.6pp | 302.95%-294.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,191 | $8,405-85.8% | $7,714-84.6% | $5,983-80.1% |
| Admin fee / account holder | $17,099 | $15,405+11.0% | $12,431+37.6% | $11,250+52.0% |