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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 | $122,566 | $55,889+119.3% | $76,119+61.0% | $80,935+51.4% |
| Participation rate | 8.1% | 62.1%-54.0pp | 69.1%-61.0pp | 67.7%-59.6pp |
| Annual return | 10.60% | 20.58%-10.0pp | 361.25%-350.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $683 | $3,051-77.6% | $4,259-84.0% | $4,299-84.1% |
| Admin fee / account holder | $2,077 | $5,241-60.4% | $6,421-67.7% | $6,924-70.0% |