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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 | $25,933 | $135,956-80.9% | $123,894-79.1% | $273,972-90.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.16% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $4,434 | $5,170-14.2% | $4,617-4.0% | $4,869-8.9% |
| Participant deferral / active EE | $1,108 | $6,343-82.5% | $5,984-81.5% | $5,287-79.0% |
| Admin fee / account holder | $6,141 | $9,817-37.4% | $8,357-26.5% | $10,133-39.4% |