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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 | $23,711 | $115,814-79.5% | $101,275-76.6% | $158,982-85.1% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.8%-20.8pp | 82.0%-27.0pp |
| Annual return | 9.92% | 56.16%-46.2pp | 46.48%-36.6pp | 302.99%-293.1pp |
| Employer contribution / active EE | $5,103 | $4,176+22.2% | $3,660+39.4% | $4,763+7.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,171 | $7,249-14.9% | $5,948+3.8% | $11,252-45.2% |