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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 | $38,605 | $201,370-80.8% | $184,256-79.0% | $145,897-73.5% |
| Participation rate | 34.8% | 87.5%-52.7pp | 86.8%-52.0pp | 80.3%-45.5pp |
| Annual return | 13.11% | 29.05%-15.9pp | 28.85%-15.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,284 | $9,808-86.9% | $9,133-85.9% | $6,689-80.8% |
| Admin fee / account holder | $567 | $16,364-96.5% | $13,899-95.9% | $13,390-95.8% |