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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 | $212,386-64.5% | $199,883-62.3% | $138,895-45.8% |
| Participation rate | 9.1% | 87.4%-78.3pp | 86.8%-77.7pp | 79.9%-70.8pp |
| Annual return | 15.47% | 47.75%-32.3pp | 43.81%-28.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,818 | $9,617-70.7% | $9,138-69.2% | $6,396-55.9% |
| Admin fee / account holder | $34,856 | $18,233+91.2% | $17,268+101.9% | $12,562+177.5% |