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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 | $36,060 | $212,386-83.0% | $199,883-82.0% | $138,895-74.0% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.8%-61.8pp | 79.9%-54.9pp |
| Annual return | 21.14% | 47.75%-26.6pp | 43.81%-22.7pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,100 | $9,617-78.2% | $9,138-77.0% | $6,396-67.2% |
| Admin fee / account holder | $13,472 | $18,233-26.1% | $17,268-22.0% | $12,562+7.2% |