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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 | $45,325 | $185,856-75.6% | $170,028-73.3% | $139,456-67.5% |
| Participation rate | 64.3% | 87.8%-23.5pp | 87.0%-22.7pp | 80.3%-16.0pp |
| Annual return | 14.07% | 60.52%-46.4pp | 53.39%-39.3pp | 373.45%-359.4pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,331 | $11,623-88.5% | $10,409-87.2% | $6,711-80.2% |
| Admin fee / account holder | $8,750 | $15,387-43.1% | $12,820-31.8% | $11,407-23.3% |