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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 | $35,997 | $197,637-81.8% | $177,848-79.8% | $158,982-77.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 8.52% | 58.77%-50.2pp | 48.33%-39.8pp | 302.99%-294.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,285 | $8,405-72.8% | $7,714-70.4% | $5,983-61.8% |
| Admin fee / account holder | $9,561 | $15,406-37.9% | $12,431-23.1% | $11,252-15.0% |