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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 | $35,655 | $201,372-82.3% | $184,260-80.6% | $145,884-75.6% |
| Participation rate | 9.1% | 87.5%-78.4pp | 86.8%-77.7pp | 80.3%-71.2pp |
| Annual return | 11.75% | 29.04%-17.3pp | 28.84%-17.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,643 | $9,808-83.2% | $9,133-82.0% | $6,690-75.4% |
| Admin fee / account holder | $25,426 | $16,362+55.4% | $13,898+82.9% | $13,392+89.9% |