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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 | $30,446 | $157,829-80.7% | $136,867-77.8% | $198,609-84.7% |
| Participation rate | 61.1% | 77.2%-16.1pp | 74.5%-13.4pp | 82.4%-21.3pp |
| Annual return | 15.01% | 51.25%-36.2pp | 42.97%-28.0pp | 202.70%-187.7pp |
| Employer contribution / active EE | $7,061 | $3,923+80.0% | $3,547+99.1% | $5,055+39.7% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,564 | $11,107-85.9% | $10,340-84.9% | $19,030-91.8% |