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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 | $25,712 | $90,486-71.6% | $78,676-67.3% | $273,972-90.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.85% | 75.62%-69.8pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,641 | $3,175-16.8% | $2,850-7.3% | $4,869-45.8% |
| Participant deferral / active EE | $418 | $3,901-89.3% | $3,517-88.1% | $5,287-92.1% |
| Admin fee / account holder | $5,290 | $5,263+0.5% | $4,510+17.3% | $10,133-47.8% |