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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 | $50,022 | $180,028-72.2% | $138,135-63.8% | $158,982-68.5% |
| Participation rate | 36.4% | 82.2%-45.9pp | 78.7%-42.3pp | 82.0%-45.6pp |
| Annual return | 10.86% | 21.68%-10.8pp | 20.51%-9.7pp | 302.99%-292.1pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,090 | $7,717-85.9% | $6,431-83.1% | $5,983-81.8% |
| Admin fee / account holder | $17,603 | $17,912-1.7% | $11,856+48.5% | $11,252+56.4% |