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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 | $170,135 | $201,344-15.5% | $184,243-7.7% | $145,877+16.6% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 10.13% | 29.01%-18.9pp | 28.82%-18.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,700 | $9,807-72.5% | $9,132-70.4% | $6,691-59.6% |
| Admin fee / account holder | $663 | $16,382-96.0% | $13,914-95.2% | $13,402-95.1% |