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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 | $142,666 | $275,752-48.3% | $256,809-44.4% | $198,609-28.2% |
| Participation rate | 40.0% | 89.2%-49.2pp | 88.5%-48.5pp | 82.4%-42.4pp |
| Annual return | 12.89% | 34.81%-21.9pp | 32.73%-19.8pp | 202.70%-189.8pp |
| Employer contribution / active EE | $16,106 | $7,721+108.6% | $7,263+121.8% | $5,055+218.6% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,395 | $25,716-94.6% | $25,146-94.5% | $19,030-92.7% |