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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 | $210,510-62.9% | $153,500-49.1% | $145,877-46.5% |
| Participation rate | 28.6% | 82.1%-53.6pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 11.94% | 13.45%-1.5pp | 15.70%-3.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $659 | $7,974-91.7% | $6,756-90.2% | $6,691-90.2% |
| Admin fee / account holder | $43,206 | $19,455+122.1% | $12,736+239.2% | $13,402+222.4% |