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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 | $25,493 | $124,330-79.5% | $109,173-76.6% | $167,536-84.8% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 11.09% | 26.04%-15.0pp | 25.75%-14.7pp | 478.82%-467.7pp |
| Employer contribution / active EE | $2,043 | $4,209-51.5% | $3,723-45.1% | $4,839-57.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,419 | $7,974-32.0% | $6,755-19.8% | $12,315-56.0% |