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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 | $32,687 | $201,259-83.8% | $184,200-82.3% | $145,959-77.6% |
| Participation rate | 46.7% | 87.5%-40.8pp | 86.8%-40.2pp | 80.3%-33.6pp |
| Annual return | 10.72% | 28.98%-18.3pp | 28.80%-18.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,063 | $9,806-79.0% | $9,132-77.4% | $6,689-69.1% |
| Admin fee / account holder | $13,753 | $16,372-16.0% | $13,907-1.1% | $13,398+2.7% |