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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 | $32,025 | $201,370-84.1% | $184,256-82.6% | $145,897-78.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 11.57% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $12,188 | $7,024+73.5% | $6,427+89.6% | $4,663+161.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,758 | $16,364-70.9% | $13,899-65.8% | $13,390-64.5% |