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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 | $44,777 | $211,105-78.8% | $178,449-74.9% | $145,978-69.3% |
| Participation rate | 22.2% | 80.8%-58.6pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | 13.31% | 30.19%-16.9pp | 27.09%-13.8pp | 550.52%-537.2pp |
| Employer contribution / active EE | $7,061 | $4,569+54.6% | $3,951+78.7% | $4,662+51.5% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,671 | $12,017+5.4% | $10,362+22.3% | $13,400-5.4% |