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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 | $201,259-84.1% | $184,200-82.6% | $145,959-78.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 11.57% | 28.98%-17.4pp | 28.80%-17.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $12,188 | $7,018+73.7% | $6,424+89.7% | $4,661+161.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,758 | $16,372-70.9% | $13,907-65.8% | $13,398-64.5% |