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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 | $123,204 | $232,540-47.0% | $185,117-33.4% | $147,585-16.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 10.42% | 43.03%-32.6pp | 40.50%-30.1pp | 578.58%-568.2pp |
| Employer contribution / active EE | $3,165 | $5,195-39.1% | $4,182-24.3% | $4,876-35.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,105 | $10,275-89.3% | $8,159-86.5% | $10,886-89.9% |