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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 | $31,909 | $184,014-82.7% | $161,149-80.2% | $138,895-77.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 19.05% | 21.52%-2.5pp | 21.16%-2.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $14,776 | $5,055+192.3% | $4,360+238.9% | $4,194+252.3% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,632 | $18,027-74.3% | $15,194-69.5% | $12,562-63.1% |