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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 | $30,509 | $192,737-84.2% | $142,460-78.6% | $139,456-78.1% |
| Participation rate | 53.8% | 81.5%-27.6pp | 76.8%-22.9pp | 80.3%-26.5pp |
| Annual return | 14.67% | 17.99%-3.3pp | 19.99%-5.3pp | 373.45%-358.8pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,099 | $7,208-70.9% | $6,283-66.6% | $6,711-68.7% |
| Admin fee / account holder | $15,430 | $15,125+2.0% | $10,011+54.1% | $11,407+35.3% |