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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 | $29,912 | $111,535-73.2% | $105,223-71.6% | $137,256-78.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.50% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,015 | $3,939-48.9% | $3,689-45.4% | $4,156-51.5% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,493 | $9,721-84.6% | $8,859-83.1% | $12,270-87.8% |