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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 | $55,379 | $201,344-72.5% | $184,243-69.9% | $145,877-62.0% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 14.61% | 29.01%-14.4pp | 28.82%-14.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,422 | $9,807-85.5% | $9,132-84.4% | $6,691-78.7% |
| Admin fee / account holder | $11,988 | $16,382-26.8% | $13,914-13.8% | $13,402-10.6% |