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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 | $75,331 | $209,336-64.0% | $197,124-61.8% | $137,256-45.1% |
| Participation rate | 9.1% | 87.3%-78.2pp | 86.7%-77.6pp | 80.0%-70.9pp |
| Annual return | 15.47% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,818 | $9,614-70.7% | $9,135-69.1% | $6,407-56.0% |
| Admin fee / account holder | $34,856 | $17,308+101.4% | $16,298+113.9% | $12,270+184.1% |