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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 | $50,824 | $73,863-31.2% | $143,797-64.7% | $68,490-25.8% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | 54.84% | 0.91%+53.9pp | -0.04%+54.9pp | -7.85%+62.7pp |
| Employer contribution / active EE | $4,531 | $3,185+42.3% | $4,952-8.5% | $2,597+74.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,718 | $5,756-35.4% | $14,679-74.7% | $5,403-31.2% |