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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 | $94,184 | $211,224-55.4% | $178,505-47.2% | $145,897-35.4% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 18.55% | 30.28%-11.7pp | 27.16%-8.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $9,828 | $4,577+114.7% | $3,955+148.5% | $4,663+110.8% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,460 | $12,109-46.7% | $10,428-38.1% | $13,390-51.8% |