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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 | $78,064 | $210,343-62.9% | $153,432-49.1% | $145,959-46.5% |
| Participation rate | 28.6% | 82.1%-53.5pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 11.94% | 13.38%-1.4pp | 15.66%-3.7pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $659 | $7,977-91.7% | $6,757-90.2% | $6,689-90.1% |
| Admin fee / account holder | $43,206 | $19,424+122.4% | $12,725+239.5% | $13,398+222.5% |